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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$916K 0.31%
17,926
+4,200
77
$911K 0.3%
34,148
+1,266
78
$904K 0.3%
26,505
+3,440
79
$903K 0.3%
13,438
+1,909
80
$899K 0.3%
4,532
+376
81
$892K 0.3%
62,628
+4,502
82
$881K 0.29%
39,761
-2,986
83
$878K 0.29%
450
+29
84
$869K 0.29%
52,361
+1,675
85
$866K 0.29%
131,437
+104,605
86
$865K 0.29%
74,407
+4,961
87
$864K 0.29%
5,585
+115
88
$852K 0.28%
7,370
+3,770
89
$851K 0.28%
40,580
+1,485
90
$833K 0.28%
39,046
+2,545
91
$829K 0.28%
21,045
+1,271
92
$826K 0.28%
22,459
+9,161
93
$823K 0.27%
22,615
+6,444
94
$822K 0.27%
101,437
-8,058
95
$822K 0.27%
41,000
+21,000
96
$820K 0.27%
16,357
-2,990
97
$819K 0.27%
17,105
+655
98
$811K 0.27%
8,678
-3,033
99
$809K 0.27%
7,688
+1,897
100
$803K 0.27%
100,914
+19,336
2 3
4
5 6