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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$724K 0.31%
609
-212
77
$722K 0.31%
4,378
+660
78
$716K 0.31%
6,871
+801
79
$704K 0.3%
+5,226
80
$692K 0.3%
+4,020
81
$691K 0.3%
+29,085
82
$690K 0.3%
4,571
+1,558
83
$690K 0.3%
19,332
+2,717
84
$688K 0.3%
14,204
-6,361
85
$679K 0.29%
19,816
+5,905
86
$677K 0.29%
36,816
-807
87
$669K 0.29%
+6,564
88
$664K 0.29%
16,775
+9,485
89
$661K 0.29%
+13,341
90
$655K 0.28%
33,250
+20,500
91
$653K 0.28%
+6,224
92
$652K 0.28%
47,462
+24,404
93
$650K 0.28%
36,414
-47,880
94
$648K 0.28%
+29,620
95
$637K 0.28%
+56,555
96
$631K 0.27%
+825
97
$628K 0.27%
+30,148
98
$620K 0.27%
+1,838
99
$616K 0.27%
+6,301
100
$603K 0.26%
+1,254
2 3
4
5 6