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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.48%
6,220
-6,360
52
$1.02M 0.48%
26,218
-663
53
$1.02M 0.48%
14,042
+151
54
$998K 0.47%
7,373
+113
55
$938K 0.44%
2,370
+354
56
$932K 0.44%
3,213
+168
57
$924K 0.43%
31,353
+156
58
$895K 0.42%
25,795
+5,052
59
$868K 0.41%
36,121
-1,977
60
$868K 0.41%
18,698
+15
61
$861K 0.4%
+6,161
62
$839K 0.39%
+3,630
63
$831K 0.39%
42,788
-391
64
$819K 0.38%
5,529
+300
65
$818K 0.38%
15,148
+1,781
66
$816K 0.38%
3,732
-337
67
$793K 0.37%
+29,678
68
$792K 0.37%
+3,339
69
$773K 0.36%
2,831
70
$763K 0.36%
+17,911
71
$749K 0.35%
27,411
+859
72
$740K 0.35%
52,225
+21,877
73
$732K 0.34%
+16,342
74
$728K 0.34%
37,602
+1,358
75
$709K 0.33%
35,866
+96
1 2
3
4 5