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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.34%
+39,218
77
$575K 0.34%
+11,072
78
$530K 0.31%
+25,000
79
$529K 0.31%
+3,066
80
$525K 0.31%
+1,304
81
$520K 0.3%
+1,496
82
$515K 0.3%
+3,245
83
$508K 0.3%
+14,792
84
$505K 0.29%
+12,064
85
$500K 0.29%
+29,509
86
$495K 0.29%
+10,155
87
$481K 0.28%
+22,000
88
$478K 0.28%
+33,070
89
$477K 0.28%
+2,202
90
$464K 0.27%
+8,698
91
$462K 0.27%
+14,183
92
$460K 0.27%
+7,417
93
$453K 0.26%
+23,343
94
$448K 0.26%
+7,524
95
$443K 0.26%
+41,527
96
$432K 0.25%
+30,348
97
$427K 0.25%
+4,536
98
$418K 0.24%
+7,792
99
$416K 0.24%
+2,295
100
$414K 0.24%
+275
2 3
4
5 6