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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$872K 0.31%
41,987
-39,579
77
$866K 0.31%
16,913
-10,767
78
$859K 0.31%
+46,160
79
$849K 0.3%
+3,459
80
$847K 0.3%
27,478
+7,984
81
$842K 0.3%
23,710
+3,645
82
$839K 0.3%
35,758
+15,705
83
$824K 0.29%
16,202
+7,534
84
$822K 0.29%
+36,931
85
$803K 0.29%
4,637
+1,210
86
$795K 0.28%
9,925
+2,495
87
$794K 0.28%
8,350
+100
88
$781K 0.28%
14,227
-3,535
89
$777K 0.28%
4,505
+445
90
$776K 0.28%
56,657
+40,622
91
$765K 0.27%
5,350
-4,850
92
$760K 0.27%
7,901
+3,023
93
$755K 0.27%
4,418
-4,022
94
$746K 0.27%
22,402
+6,963
95
$744K 0.27%
+15,598
96
$733K 0.26%
9,400
-3,521
97
$733K 0.26%
19,521
-9,216
98
$724K 0.26%
+11,174
99
$708K 0.25%
4,860
+1,634
100
$679K 0.24%
5,915
+682
2 3
4
5 6