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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.41%
5,874
+3,013
52
$1.15M 0.41%
4,116
+820
53
$1.1M 0.39%
12,021
-798
54
$1.06M 0.38%
38,631
+13,118
55
$1.06M 0.38%
1,196
+531
56
$1.04M 0.37%
1,815
-679
57
$1.03M 0.37%
3,920
-6,053
58
$1.01M 0.36%
48,623
+28,172
59
$1M 0.36%
5,851
+4,465
60
$999K 0.36%
+8,000
61
$997K 0.36%
1,741
+307
62
$977K 0.35%
30,798
-2,230
63
$976K 0.35%
32,471
+4,803
64
$969K 0.35%
64,862
+23,592
65
$960K 0.34%
40,800
-14,814
66
$956K 0.34%
+15,675
67
$923K 0.33%
58,801
+17,031
68
$914K 0.33%
+7,000
69
$912K 0.32%
70,250
+4,289
70
$901K 0.32%
+85,134
71
$900K 0.32%
19,276
+4,026
72
$898K 0.32%
+19,363
73
$896K 0.32%
+28,557
74
$893K 0.32%
5,382
+2,471
75
$881K 0.31%
21,332
-1,921
1 2
3
4 5