TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.32%
19,990
+61
77
$789K 0.32%
65,769
+2,604
78
$781K 0.32%
4,864
-2,139
79
$771K 0.31%
27,807
+2,987
80
$770K 0.31%
39,061
+28,348
81
$768K 0.31%
21,168
+1,248
82
$764K 0.31%
7,592
-5,356
83
$758K 0.31%
13,106
-17,088
84
$750K 0.31%
14,161
+374
85
$744K 0.3%
6,839
-3,233
86
$743K 0.3%
5,679
-693
87
$728K 0.3%
+24,894
88
$724K 0.3%
14,175
-24,435
89
$678K 0.28%
15,696
+250
90
$673K 0.27%
1,369
-623
91
$672K 0.27%
13,523
+248
92
$669K 0.27%
+3,648
93
$638K 0.26%
+3,367
94
$632K 0.26%
15,833
-1,102
95
$622K 0.25%
3,620
+892
96
$604K 0.25%
+23,652
97
$601K 0.24%
+7,299
98
$589K 0.24%
21,679
+401
99
$588K 0.24%
+17,392
100
$584K 0.24%
4,808
-2,673
2 3
4
5 6