TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.43%
21,851
-13,321
52
$1.03M 0.42%
38,345
-3,196
53
$990K 0.4%
+12,088
54
$979K 0.4%
+13,241
55
$947K 0.39%
+41,413
56
$914K 0.37%
71,256
+899
57
$909K 0.37%
4,354
+2,034
58
$907K 0.37%
+10,670
59
$907K 0.37%
25,407
-60
60
$900K 0.37%
25,000
+5,000
61
$896K 0.37%
+26,081
62
$894K 0.36%
8,083
-443
63
$886K 0.36%
11,270
-2,404
64
$881K 0.36%
+22,671
65
$880K 0.36%
8,940
+4,280
66
$879K 0.36%
43,492
+29,134
67
$863K 0.35%
3,212
+1,281
68
$861K 0.35%
27,970
-4,894
69
$839K 0.34%
12,897
-6,298
70
$836K 0.34%
4,966
-3,679
71
$831K 0.34%
48,952
+4,245
72
$825K 0.34%
16,887
+9,806
73
$809K 0.33%
+38,964
74
$806K 0.33%
27,000
-23,500
75
$791K 0.32%
4,930
-1,896
1 2
3
4 5