TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.83%
69,092
+11,766
27
$1.97M 0.77%
9,973
+234
28
$1.95M 0.76%
6,649
+199
29
$1.94M 0.76%
19,368
-9,124
30
$1.87M 0.73%
21,582
-359
31
$1.69M 0.66%
31,061
-3,822
32
$1.67M 0.65%
+10,200
33
$1.66M 0.65%
65,630
+24,217
34
$1.61M 0.63%
81,566
+38,074
35
$1.53M 0.6%
39,960
+17,289
36
$1.52M 0.59%
37,224
-471
37
$1.43M 0.56%
8,440
-188
38
$1.39M 0.54%
27,680
+3,236
39
$1.39M 0.54%
20,199
+12,271
40
$1.38M 0.54%
7,592
+4,225
41
$1.38M 0.54%
7,925
+3,830
42
$1.34M 0.52%
2,494
+137
43
$1.32M 0.51%
26,042
-19,262
44
$1.29M 0.5%
45,968
+18,161
45
$1.26M 0.49%
3,296
-192
46
$1.26M 0.49%
+11,340
47
$1.25M 0.49%
+76,744
48
$1.25M 0.49%
30,037
+1,307
49
$1.22M 0.48%
55,614
+39,453
50
$1.22M 0.48%
+58,716
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