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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$691K 0.29%
11,481
+1,187
77
$678K 0.29%
7,481
+367
78
$668K 0.28%
+20,000
79
$662K 0.28%
17,567
-37,966
80
$632K 0.27%
15,446
+8,245
81
$628K 0.27%
3,694
-314
82
$628K 0.27%
12,680
-34,160
83
$612K 0.26%
+16,935
84
$611K 0.26%
+4,096
85
$604K 0.26%
35,998
-54,145
86
$586K 0.25%
+13,275
87
$570K 0.24%
50,034
-16,239
88
$550K 0.23%
63,198
+40,678
89
$536K 0.23%
11,789
-381
90
$533K 0.23%
21,278
+2,592
91
$525K 0.22%
3,863
-220
92
$517K 0.22%
34,198
-22,407
93
$517K 0.22%
973
-94
94
$501K 0.21%
16,050
-6,887
95
$495K 0.21%
1,591
-42
96
$494K 0.21%
82,409
+5,118
97
$492K 0.21%
4,952
+998
98
$487K 0.21%
1,931
-4,205
99
$485K 0.21%
12,971
-155
100
$483K 0.2%
12,984
+2,359
2 3
4
5 6