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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.47%
+2,016
52
$788K 0.46%
+2,831
53
$774K 0.45%
+2,573
54
$773K 0.45%
+6,833
55
$754K 0.44%
+5,780
56
$753K 0.44%
+13,367
57
$726K 0.42%
+20,743
58
$720K 0.42%
+36,244
59
$677K 0.4%
+2,661
60
$670K 0.39%
+26,552
61
$668K 0.39%
+49,284
62
$657K 0.38%
+4,234
63
$652K 0.38%
+35,770
64
$649K 0.38%
+1,730
65
$648K 0.38%
+13,622
66
$639K 0.37%
+4,443
67
$627K 0.37%
+2,562
68
$626K 0.37%
+2,619
69
$622K 0.36%
+11,331
70
$622K 0.36%
+20,051
71
$621K 0.36%
+15,857
72
$616K 0.36%
+15,308
73
$589K 0.34%
+19,390
74
$587K 0.34%
+2,466
75
$580K 0.34%
+9,775
1 2
3
4 5