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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$722K 0.31%
+5,404
77
$720K 0.31%
+4,757
78
$707K 0.31%
+13,323
79
$697K 0.3%
16,615
+273
80
$696K 0.3%
2,519
-1,111
81
$685K 0.3%
6,070
+577
82
$675K 0.29%
3,013
-326
83
$672K 0.29%
25,236
-2,175
84
$660K 0.29%
4,790
+290
85
$658K 0.28%
1,302
+232
86
$648K 0.28%
21,992
-2,071
87
$646K 0.28%
48,133
-1,658
88
$646K 0.28%
3,156
+484
89
$625K 0.27%
2,776
-101
90
$619K 0.27%
12,431
+865
91
$617K 0.27%
2,107
-2,155
92
$602K 0.26%
19,596
-1,403
93
$582K 0.25%
4,898
-631
94
$578K 0.25%
9,833
-786
95
$569K 0.25%
9,400
+80
96
$555K 0.24%
34,073
-1,793
97
$540K 0.23%
7,916
-13,769
98
$526K 0.23%
+16,478
99
$524K 0.23%
11,343
+928
100
$518K 0.22%
20,384
-970
2 3
4
5 6