TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.9%
67,478
+54,548
27
$2.13M 0.87%
6,450
-200
28
$2.1M 0.86%
117,034
+395
29
$2.03M 0.83%
34,883
+15,445
30
$1.99M 0.81%
60,907
-95,507
31
$1.96M 0.8%
21,941
+2,420
32
$1.94M 0.79%
4,897
-858
33
$1.76M 0.72%
19,430
+6,750
34
$1.72M 0.7%
36,096
-9,336
35
$1.71M 0.7%
57,326
+11,863
36
$1.71M 0.7%
9,739
+819
37
$1.6M 0.65%
38,286
+32,742
38
$1.58M 0.64%
37,695
-8,611
39
$1.48M 0.6%
+235,254
40
$1.3M 0.53%
2,357
+818
41
$1.29M 0.53%
57,254
+23,663
42
$1.28M 0.52%
60,366
+8,240
43
$1.24M 0.51%
19,382
-4,360
44
$1.23M 0.5%
24,444
+2,372
45
$1.22M 0.5%
28,730
-7,025
46
$1.21M 0.49%
+36,000
47
$1.21M 0.49%
8,628
-8,318
48
$1.11M 0.45%
3,488
+188
49
$1.09M 0.45%
63,023
-1,245
50
$1.08M 0.44%
+31,299
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