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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.85%
5,637
+126
27
$2.39M 0.85%
79,022
+424
28
$2.13M 0.76%
21,939
+357
29
$2.09M 0.75%
6,049
-600
30
$2.08M 0.74%
11,174
+6,729
31
$2.05M 0.73%
41,526
+20,308
32
$1.95M 0.69%
92,790
-51,518
33
$1.87M 0.67%
32,176
+1,115
34
$1.85M 0.66%
69,876
+24,546
35
$1.72M 0.61%
37,708
+484
36
$1.69M 0.6%
99,040
+22,296
37
$1.51M 0.54%
72,335
+13,619
38
$1.51M 0.54%
17,178
+13,518
39
$1.45M 0.52%
+147,533
40
$1.45M 0.52%
+14,410
41
$1.39M 0.49%
52,967
+34,524
42
$1.34M 0.48%
+13,425
43
$1.29M 0.46%
12,883
-6,485
44
$1.29M 0.46%
8,473
+881
45
$1.28M 0.46%
4,519
-57
46
$1.26M 0.45%
23,181
-2,861
47
$1.26M 0.45%
83,447
+22,652
48
$1.26M 0.45%
8,210
+5,493
49
$1.19M 0.42%
11,752
-177
50
$1.19M 0.42%
13,307
+669
1
2
3 4 5