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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$570K 0.3%
15,234
+1,893
77
$563K 0.3%
11,241
-4,595
78
$562K 0.3%
31,793
+1,645
79
$554K 0.29%
6,499
+198
80
$551K 0.29%
26,273
-10,141
81
$548K 0.29%
900
+75
82
$548K 0.29%
5,350
+124
83
$543K 0.29%
13,855
-349
84
$538K 0.28%
15,345
+4,486
85
$535K 0.28%
8,657
+48
86
$527K 0.28%
18,205
+1,430
87
$524K 0.28%
823
+214
88
$523K 0.28%
16,726
+4,876
89
$515K 0.27%
14,865
+514
90
$511K 0.27%
5,298
-1,573
91
$506K 0.27%
1,312
+58
92
$497K 0.26%
16,701
+1,037
93
$495K 0.26%
18,849
+2,674
94
$494K 0.26%
+6,000
95
$493K 0.26%
9,710
+397
96
$479K 0.25%
3,391
+726
97
$476K 0.25%
33,250
98
$475K 0.25%
23,222
+3,890
99
$465K 0.25%
23,032
+7,977
100
$463K 0.24%
23,712
-602
2 3
4
5 6