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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$572K 0.31%
23,397
-1,623
77
$567K 0.3%
+7,404
78
$563K 0.3%
+107,766
79
$548K 0.29%
22,168
+5,939
80
$547K 0.29%
17,931
-4,168
81
$544K 0.29%
22,641
+3,738
82
$528K 0.28%
10,777
+1,819
83
$522K 0.28%
42,665
-4,102
84
$513K 0.27%
5,494
+310
85
$509K 0.27%
15,500
-2,730
86
$506K 0.27%
598
-108
87
$494K 0.26%
6,930
+135
88
$492K 0.26%
+23,167
89
$491K 0.26%
26,697
-26,256
90
$490K 0.26%
5,816
+197
91
$483K 0.26%
30,000
92
$481K 0.26%
+14,521
93
$479K 0.26%
+9,747
94
$476K 0.25%
7,330
-27,320
95
$465K 0.25%
13,409
-5,306
96
$465K 0.25%
+14,940
97
$461K 0.25%
5,606
+483
98
$459K 0.25%
+3,910
99
$452K 0.24%
+30,979
100
$451K 0.24%
13,667
-1,677
2 3
4
5 6