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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$851K 0.45%
43,746
+912
52
$842K 0.45%
7,928
+1,288
53
$825K 0.44%
2,253
54
$811K 0.43%
46,350
+16,230
55
$796K 0.42%
25,146
-690
56
$749K 0.4%
24,227
-435
57
$721K 0.38%
6,620
+4,240
58
$699K 0.37%
2,006
-328
59
$698K 0.37%
21,229
+990
60
$685K 0.36%
+32,285
61
$649K 0.34%
6,653
+89
62
$646K 0.34%
22,399
+2,583
63
$634K 0.34%
22,063
+9,663
64
$627K 0.33%
8,204
+390
65
$623K 0.33%
6,893
+2,322
66
$623K 0.33%
9,311
+2,680
67
$616K 0.33%
8,824
-503
68
$610K 0.32%
2,198
+360
69
$610K 0.32%
6,017
-207
70
$604K 0.32%
19,110
+12,416
71
$596K 0.32%
17,153
+1,672
72
$595K 0.31%
27,372
-9,444
73
$594K 0.31%
9,392
-3,424
74
$589K 0.31%
4,233
+589
75
$572K 0.3%
4,003
-17
1 2
3
4 5