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
$292M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.79M
3
+$1.73M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.01M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$969K

Top Sells

1
+$4.86M
2
+$3.15M
3
+$1.19M
4
APO icon
Apollo Global Management
APO
+$892K
5
BCSF icon
Bain Capital Specialty
BCSF
+$847K

Sector Composition

1 Technology 9.43%
2 Financials 7.9%
3 Consumer Discretionary 3.55%
4 Communication Services 2.42%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.37%
17,897
+2,222
52
$1.08M 0.37%
1,846
+105
53
$1.08M 0.37%
10,772
-3,638
54
$1.08M 0.37%
5,653
-221
55
$1.07M 0.37%
69,446
-315,744
56
$1.06M 0.36%
40,420
+11,863
57
$1.06M 0.36%
1,376
+180
58
$1.06M 0.36%
57,835
+9,212
59
$1.05M 0.36%
6,076
-2,134
60
$1.04M 0.35%
4,282
+823
61
$1.04M 0.35%
5,470
+88
62
$1.03M 0.35%
22,638
+3,275
63
$1.01M 0.34%
+25,000
64
$1M 0.34%
11,711
-5,467
65
$983K 0.34%
61,217
+15,057
66
$980K 0.34%
9,696
-3,729
67
$972K 0.33%
109,495
-38,038
68
$969K 0.33%
+19,347
69
$966K 0.33%
4,890
+1,000
70
$959K 0.33%
63,408
-1,454
71
$936K 0.32%
42,747
-29,588
72
$919K 0.31%
2,685
-1,431
73
$918K 0.31%
58,126
-675
74
$912K 0.31%
32,882
+20,693
75
$904K 0.31%
10,595
+1,195
1 2
3
4 5