TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.31%
10,244
-189
77
$1.01M 0.3%
5,729
+144
78
$1M 0.3%
67,118
+34,421
79
$994K 0.3%
17,920
+2,827
80
$985K 0.3%
68,723
+2,058
81
$958K 0.29%
57,320
+31,100
82
$952K 0.29%
69,320
-9,224
83
$946K 0.28%
18,390
+464
84
$944K 0.28%
26,640
+135
85
$926K 0.28%
41,074
+494
86
$922K 0.28%
7,576
+2,387
87
$921K 0.28%
21,558
+513
88
$920K 0.28%
41,352
+2,306
89
$905K 0.27%
35,786
+25,942
90
$890K 0.27%
110,974
+10,060
91
$875K 0.26%
90,342
+47,127
92
$857K 0.26%
35,155
+23,222
93
$833K 0.25%
16,547
-558
94
$829K 0.25%
8,526
+2,096
95
$828K 0.25%
40,442
+6,294
96
$827K 0.25%
8,338
-2,563
97
$822K 0.25%
43,636
+1,637
98
$814K 0.24%
54,126
+1,765
99
$795K 0.24%
7,955
+267
100
$792K 0.24%
18,309
+2,730
2 3
4
5 6