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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$822K 0.45%
34,510
-38,524
52
$812K 0.44%
52,953
+26,680
53
$796K 0.43%
45,159
+1,413
54
$774K 0.42%
37,247
+18,137
55
$753K 0.41%
2,738
+485
56
$732K 0.4%
6,474
-1,454
57
$732K 0.4%
+2,377
58
$718K 0.39%
+20,011
59
$700K 0.38%
22,099
+870
60
$696K 0.38%
+25,020
61
$692K 0.38%
24,932
+9,190
62
$677K 0.37%
24,365
+138
63
$648K 0.35%
20,630
+10,000
64
$641K 0.35%
21,605
+16,868
65
$631K 0.34%
24,468
+2,069
66
$627K 0.34%
30,565
-1,720
67
$622K 0.34%
+25,265
68
$619K 0.34%
8,958
+4,082
69
$617K 0.34%
11,013
+1,702
70
$613K 0.33%
6,691
+38
71
$597K 0.33%
10,498
+3,605
72
$585K 0.32%
6,795
-2,029
73
$584K 0.32%
706
-117
74
$581K 0.32%
6,038
+3,878
75
$568K 0.31%
9,203
+546
1 2
3
4 5