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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.48%
+58,977
52
$1.2M 0.47%
4,576
+1,364
53
$1.18M 0.46%
12,819
-20,128
54
$1.16M 0.45%
11,929
+6,503
55
$1.15M 0.45%
45,330
+21,678
56
$1.1M 0.43%
12,638
+1,968
57
$1.06M 0.41%
10,367
-903
58
$1.04M 0.4%
14,319
+1,078
59
$1.02M 0.4%
62,147
+13,195
60
$1.02M 0.4%
21,218
-633
61
$1.01M 0.39%
10,039
+4,820
62
$1.01M 0.39%
28,737
+3,330
63
$986K 0.39%
+17,762
64
$983K 0.38%
23,912
-14,374
65
$978K 0.38%
14,746
-4,636
66
$977K 0.38%
12,066
-22
67
$955K 0.37%
+60,795
68
$939K 0.37%
3,979
-375
69
$924K 0.36%
33,028
-5,317
70
$876K 0.34%
23,253
+2,085
71
$868K 0.34%
27,668
-302
72
$859K 0.34%
4,445
+2,211
73
$826K 0.32%
65,961
-5,295
74
$813K 0.32%
45,579
-71,455
75
$795K 0.31%
66,205
+436
1 2
3
4 5