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
$292M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.79M
3
+$1.73M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.01M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$969K

Top Sells

1
+$4.86M
2
+$3.15M
3
+$1.19M
4
APO icon
Apollo Global Management
APO
+$892K
5
BCSF icon
Bain Capital Specialty
BCSF
+$847K

Sector Composition

1 Technology 9.43%
2 Financials 7.9%
3 Consumer Discretionary 3.55%
4 Communication Services 2.42%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.82%
5,614
-23
27
$2.24M 0.77%
24,192
+2,253
28
$2.03M 0.69%
26,819
-41,712
29
$2.01M 0.69%
46,112
+8,404
30
$1.93M 0.66%
75,578
+5,702
31
$1.91M 0.65%
90,677
-2,113
32
$1.81M 0.62%
5,049
-1,000
33
$1.79M 0.61%
+60,182
34
$1.79M 0.61%
57,886
-21,136
35
$1.76M 0.6%
56,163
+28,685
36
$1.69M 0.58%
9,557
+1,084
37
$1.58M 0.54%
9,400
+4,763
38
$1.55M 0.53%
27,357
-4,819
39
$1.52M 0.52%
59,974
+7,007
40
$1.41M 0.48%
41,469
+19,067
41
$1.35M 0.46%
3,350
-570
42
$1.34M 0.46%
26,508
+10,306
43
$1.32M 0.45%
66,184
+9,527
44
$1.28M 0.44%
4,455
-64
45
$1.28M 0.44%
43,635
+5,004
46
$1.26M 0.43%
24,334
+12,329
47
$1.25M 0.43%
12,531
-776
48
$1.2M 0.41%
23,968
+787
49
$1.19M 0.41%
7,706
+1,791
50
$1.09M 0.37%
33,854
+1,383
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