TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.47%
75,341
-21,688
52
$1.47M 0.44%
13,469
+1,219
53
$1.47M 0.44%
19,810
+2,218
54
$1.46M 0.44%
9,785
+514
55
$1.45M 0.44%
27,911
+557
56
$1.42M 0.43%
4,816
-30
57
$1.38M 0.42%
13,747
+7,595
58
$1.36M 0.41%
75,840
+4,795
59
$1.32M 0.4%
+4,245
60
$1.29M 0.39%
40,118
-14,768
61
$1.23M 0.37%
27,645
-11,219
62
$1.23M 0.37%
29,809
+3,085
63
$1.22M 0.37%
64,607
+11,038
64
$1.21M 0.36%
+8,866
65
$1.2M 0.36%
27,815
+16,848
66
$1.19M 0.36%
62,799
+13,476
67
$1.18M 0.35%
23,281
-4,629
68
$1.16M 0.35%
46,550
69
$1.1M 0.33%
42,423
-47,750
70
$1.07M 0.32%
+67,500
71
$1.07M 0.32%
26,900
72
$1.04M 0.31%
+1,842
73
$1.04M 0.31%
34,556
+24,718
74
$1.03M 0.31%
128,254
-3,183
75
$1.03M 0.31%
13,634
+3,247
1 2
3
4 5