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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$702K 0.33%
7,715
+1,935
77
$701K 0.33%
4,281
+47
78
$670K 0.31%
30,950
+5,950
79
$669K 0.31%
+5,299
80
$663K 0.31%
49,791
+507
81
$663K 0.31%
17,495
+1,638
82
$661K 0.31%
+27,907
83
$659K 0.31%
+10,994
84
$658K 0.31%
+14,393
85
$657K 0.31%
2,672
+11
86
$650K 0.3%
+31,688
87
$638K 0.3%
20,999
+1,609
88
$628K 0.29%
11,930
+4,513
89
$627K 0.29%
+33,162
90
$625K 0.29%
+12,387
91
$624K 0.29%
+5,493
92
$616K 0.29%
10,619
-712
93
$612K 0.29%
2,877
+315
94
$610K 0.29%
+4,500
95
$600K 0.28%
15,318
+10
96
$596K 0.28%
+24,886
97
$584K 0.27%
+54,767
98
$584K 0.27%
11,566
+494
99
$561K 0.26%
8,728
+3,035
100
$559K 0.26%
9,320
-455
2 3
4
5 6