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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$775K 0.42%
8,616
-11,896
52
$758K 0.41%
51,870
-44,140
53
$739K 0.4%
21,247
-3,685
54
$734K 0.39%
5,962
+5,057
55
$728K 0.39%
24,535
+67
56
$721K 0.39%
22,267
-2,098
57
$714K 0.38%
64,839
-22,155
58
$701K 0.38%
7,940
+5,382
59
$700K 0.37%
5,330
-12,720
60
$683K 0.37%
9,209
+4,584
61
$652K 0.35%
9,348
+3,150
62
$651K 0.35%
28,450
+16,440
63
$644K 0.35%
+12,528
64
$633K 0.34%
+24,967
65
$631K 0.34%
24,300
+1,500
66
$625K 0.33%
9,154
-1,344
67
$621K 0.33%
+5,738
68
$610K 0.33%
31,471
+906
69
$601K 0.32%
21,503
+10,598
70
$590K 0.32%
9,282
-109
71
$584K 0.31%
4,355
-1,031
72
$579K 0.31%
21,920
+1,297
73
$578K 0.31%
4,802
-1,285
74
$574K 0.31%
17,425
-54
75
$573K 0.31%
+33,737
1 2
3
4 5