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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.48%
+61,159
52
$1.06M 0.48%
+53,591
53
$1.06M 0.48%
9,032
+2,832
54
$1.06M 0.48%
+52,717
55
$1.03M 0.47%
3,441
-1,251
56
$972K 0.44%
+44,620
57
$903K 0.41%
+1,771
58
$888K 0.4%
5,701
+3,340
59
$888K 0.4%
6,085
-1,231
60
$878K 0.4%
52,055
+22,722
61
$845K 0.38%
52,815
-9,060
62
$837K 0.38%
37,998
+5,813
63
$816K 0.37%
+6,234
64
$814K 0.37%
19,925
-5,521
65
$803K 0.36%
56,605
-384
66
$781K 0.35%
37,870
+669
67
$770K 0.35%
65,687
+26,663
68
$753K 0.34%
4,926
+978
69
$720K 0.33%
1,668
+204
70
$719K 0.33%
6,706
+728
71
$713K 0.32%
66,273
+1,042
72
$709K 0.32%
1,552
+734
73
$692K 0.31%
22,937
+580
74
$683K 0.31%
22,027
+977
75
$681K 0.31%
34,446
+6,083
1 2
3
4 5