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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.31%
5,386
-2,288
77
$558K 0.3%
7,025
+526
78
$553K 0.3%
13,752
-103
79
$550K 0.3%
12,570
+7,226
80
$549K 0.3%
22,800
+737
81
$543K 0.3%
17,479
+326
82
$533K 0.29%
14,878
+9,002
83
$531K 0.29%
9,391
-1
84
$531K 0.29%
20,623
+5,389
85
$531K 0.29%
46,767
+12,500
86
$521K 0.28%
15,344
-1
87
$512K 0.28%
18,230
+25
88
$508K 0.28%
6,198
+198
89
$504K 0.27%
18,715
+1,989
90
$500K 0.27%
15,329
+4,563
91
$500K 0.27%
30,321
-21,156
92
$496K 0.27%
29,005
-2,788
93
$488K 0.27%
59,999
+29,999
94
$487K 0.27%
5,833
+483
95
$473K 0.26%
5,184
-114
96
$458K 0.25%
5,619
-14,381
97
$454K 0.25%
5,789
-12,040
98
$437K 0.24%
33,250
99
$430K 0.23%
16,229
-6,993
100
$428K 0.23%
18,903
+3,042
2 3
4
5 6