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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.46%
34,137
-4,522
52
$1.08M 0.46%
+20,908
53
$1.06M 0.45%
+22,072
54
$1.06M 0.45%
41,541
-3,079
55
$1.04M 0.44%
10,072
-1,448
56
$1.03M 0.44%
7,003
+918
57
$1.02M 0.43%
19,438
-8,495
58
$1.01M 0.43%
6,419
+718
59
$939K 0.4%
8,526
-1,938
60
$908K 0.39%
32,864
+8,856
61
$866K 0.37%
25,467
+3,440
62
$861K 0.37%
70,357
+4,670
63
$843K 0.36%
3,300
-200
64
$814K 0.35%
8,138
+5,619
65
$807K 0.34%
6,372
+972
66
$781K 0.33%
1,539
-13
67
$780K 0.33%
15,840
-4,085
68
$769K 0.33%
44,707
+10,261
69
$749K 0.32%
19,929
+474
70
$748K 0.32%
33,591
-4,279
71
$734K 0.31%
63,165
+2,691
72
$715K 0.3%
24,820
+9,744
73
$707K 0.3%
13,787
+8,605
74
$705K 0.3%
19,920
+3,186
75
$705K 0.3%
1,992
-1,449
1 2
3
4 5