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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.48%
+821
52
$1.06M 0.46%
+5,599
53
$1.03M 0.45%
6,523
+2,242
54
$1.02M 0.44%
3,188
-25
55
$990K 0.43%
22,134
-4,084
56
$987K 0.43%
20,565
+1,867
57
$981K 0.42%
+5,366
58
$979K 0.42%
3,718
+340
59
$963K 0.42%
7,453
+3,449
60
$956K 0.41%
25,713
-82
61
$946K 0.41%
45,449
+2,661
62
$935K 0.4%
+37,623
63
$892K 0.39%
2,651
+1,427
64
$877K 0.38%
+18,607
65
$846K 0.37%
2,831
66
$841K 0.36%
+23,562
67
$823K 0.36%
28,000
+6,932
68
$808K 0.35%
37,566
+5,878
69
$797K 0.35%
17,585
+3,192
70
$783K 0.34%
17,593
+7,600
71
$765K 0.33%
15,542
-4,087
72
$755K 0.33%
19,160
+1,665
73
$745K 0.32%
+11,750
74
$730K 0.32%
4,460
-1,701
75
$726K 0.31%
37,450
-152
1 2
3
4 5