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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.45%
22,634
-2,946
52
$1.03M 0.45%
20,188
+6,865
53
$1.03M 0.44%
+2,253
54
$996K 0.43%
36,900
+17,304
55
$987K 0.43%
7,925
+472
56
$981K 0.42%
7,197
+674
57
$972K 0.42%
5,174
-219
58
$969K 0.42%
2,334
-995
59
$909K 0.39%
24,662
+5,502
60
$904K 0.39%
42,834
-2,615
61
$901K 0.39%
25,836
+123
62
$898K 0.39%
12,816
+4,900
63
$889K 0.38%
22,744
-5,685
64
$882K 0.38%
+44,459
65
$872K 0.38%
+15,836
66
$854K 0.37%
+7,814
67
$840K 0.36%
2,381
-450
68
$835K 0.36%
+3,644
69
$801K 0.35%
11,850
+7,060
70
$794K 0.34%
6,631
-9,039
71
$775K 0.34%
+4,547
72
$748K 0.32%
4,895
+435
73
$737K 0.32%
+20,239
74
$730K 0.32%
6,694
+1,937
75
$726K 0.31%
2,526
-662
1 2
3
4 5