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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.31%
60,474
+1,983
77
$657K 0.3%
19,816
+463
78
$657K 0.3%
24,008
-4,082
79
$654K 0.3%
19,455
+373
80
$646K 0.29%
18,611
+12,365
81
$623K 0.28%
+24,283
82
$614K 0.28%
10,294
+1,008
83
$607K 0.28%
20,500
+6,500
84
$603K 0.27%
14,673
+1,530
85
$593K 0.27%
19,305
-34,499
86
$586K 0.27%
3,500
-1,833
87
$581K 0.26%
4,008
-728
88
$577K 0.26%
7,114
+2,755
89
$573K 0.26%
5,400
-3,235
90
$562K 0.26%
16,734
+1,131
91
$548K 0.25%
52,316
+14,236
92
$545K 0.25%
18,686
-464
93
$543K 0.25%
+10,027
94
$540K 0.25%
1,067
-106
95
$538K 0.24%
7,889
+602
96
$535K 0.24%
20,948
+184
97
$518K 0.23%
24,800
98
$511K 0.23%
+17,062
99
$500K 0.23%
15,076
+946
100
$499K 0.23%
4,083
+35
2 3
4
5 6