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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.46%
5,343
+1,993
52
$1.3M 0.43%
9,271
+3,195
53
$1.21M 0.4%
+4,846
54
$1.18M 0.39%
6,908
+2,955
55
$1.15M 0.38%
17,592
+6,997
56
$1.14M 0.38%
1,985
+139
57
$1.09M 0.36%
46,550
+24,200
58
$1.09M 0.36%
12,250
-281
59
$1.09M 0.36%
53,569
-4,266
60
$1.08M 0.36%
10,901
+2,557
61
$1.06M 0.35%
18,862
+965
62
$1.05M 0.35%
10,438
-334
63
$1.05M 0.35%
10,433
+2,212
64
$1.04M 0.35%
5,471
-182
65
$1.04M 0.35%
+26,724
66
$1.04M 0.34%
22,467
-171
67
$1.03M 0.34%
26,900
+13,300
68
$1.02M 0.34%
71,045
+4,861
69
$1M 0.33%
31,026
-2,828
70
$992K 0.33%
3,697
+1,733
71
$978K 0.33%
78,544
+20,860
72
$977K 0.33%
66,665
+3,257
73
$977K 0.33%
49,323
+4,972
74
$972K 0.32%
1,177
-199
75
$931K 0.31%
57,317
-3,900
1 2
3
4 5