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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.31%
8,250
+3,795
77
$777K 0.3%
19,893
-97
78
$768K 0.3%
26,000
-1,000
79
$761K 0.3%
+26,254
80
$750K 0.29%
12,921
+24
81
$732K 0.29%
+1,952
82
$731K 0.29%
18,677
+8,498
83
$730K 0.29%
+24,550
84
$723K 0.28%
1,434
+65
85
$707K 0.28%
5,233
+303
86
$700K 0.27%
+25,513
87
$687K 0.27%
5,203
-476
88
$684K 0.27%
6,545
-294
89
$666K 0.26%
16,026
+1,865
90
$664K 0.26%
15,250
-1,637
91
$664K 0.26%
20,065
+2,673
92
$659K 0.26%
12,342
+7,706
93
$652K 0.25%
+4,060
94
$649K 0.25%
41,270
+8,595
95
$645K 0.25%
6,674
-918
96
$639K 0.25%
+103,941
97
$621K 0.24%
20,053
+14,095
98
$621K 0.24%
6,049
+123
99
$606K 0.24%
27,121
-30,133
100
$604K 0.24%
+41,770
2 3
4
5 6