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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.43%
+21,895
52
$826K 0.37%
+29,333
53
$823K 0.37%
28,363
+23,224
54
$798K 0.36%
37,201
-268
55
$792K 0.36%
6,200
-5,000
56
$784K 0.36%
+56,989
57
$783K 0.36%
5,333
+3,100
58
$782K 0.35%
+19,214
59
$769K 0.35%
+28,090
60
$760K 0.34%
+13,400
61
$737K 0.33%
+32,185
62
$736K 0.33%
65,231
-2,283
63
$703K 0.32%
5,391
+2,455
64
$695K 0.31%
3,948
+853
65
$691K 0.31%
22,357
+10,121
66
$689K 0.31%
4,736
-761
67
$685K 0.31%
21,050
-1,865
68
$684K 0.31%
45,233
+34,985
69
$684K 0.31%
58,491
+1,325
70
$679K 0.31%
19,082
-1,087
71
$674K 0.31%
9,286
+4,434
72
$673K 0.31%
+12,015
73
$653K 0.3%
1,464
-72
74
$652K 0.3%
+19,353
75
$625K 0.28%
+65,340
1 2
3
4 5