TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.78%
52,648
+21,493
27
$2.36M 0.71%
3,027
+1,850
28
$2.27M 0.68%
+29,213
29
$2.13M 0.64%
47,714
-2,909
30
$2.12M 0.64%
4,172
-204
31
$2.06M 0.62%
+40,632
32
$2.04M 0.61%
9,131
-3,173
33
$2M 0.6%
47,799
-9,732
34
$1.95M 0.59%
107,325
+32,918
35
$1.94M 0.58%
20,657
+4,090
36
$1.9M 0.57%
13,383
-4,341
37
$1.89M 0.57%
+6,210
38
$1.86M 0.56%
32,705
-1,169
39
$1.86M 0.56%
88,356
+23,362
40
$1.82M 0.55%
60,917
-2,058
41
$1.8M 0.54%
11,306
+1,347
42
$1.77M 0.53%
4,949
+100
43
$1.75M 0.53%
3,981
-11
44
$1.71M 0.51%
20,288
+6,850
45
$1.64M 0.49%
+66,303
46
$1.64M 0.49%
2,218
+233
47
$1.63M 0.49%
5,146
-197
48
$1.63M 0.49%
5,914
+3,699
49
$1.6M 0.48%
115,161
+59,630
50
$1.58M 0.47%
7,719
+811
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