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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.31%
67,500
77
$1.13M 0.3%
74,813
+7,695
78
$1.11M 0.3%
10,991
+4,162
79
$1.09M 0.29%
21,529
-1,752
80
$1.09M 0.29%
41,490
-933
81
$1.08M 0.29%
14,184
+550
82
$1.07M 0.29%
7,988
+412
83
$1.05M 0.28%
61,967
+4,647
84
$1.04M 0.28%
22,147
+589
85
$1.01M 0.27%
10,061
-183
86
$1.01M 0.27%
44,248
+2,896
87
$985K 0.27%
4,589
+2,520
88
$980K 0.26%
76,773
+8,050
89
$979K 0.26%
18,750
+360
90
$969K 0.26%
35,518
+363
91
$958K 0.26%
9,777
+2,813
92
$911K 0.25%
46,902
+3,266
93
$911K 0.25%
20,195
+7,796
94
$895K 0.24%
62,778
+8,652
95
$859K 0.23%
+9,579
96
$857K 0.23%
46,442
+1,443
97
$831K 0.22%
51,889
+589
98
$823K 0.22%
80,973
+5,388
99
$823K 0.22%
51,034
+716
100
$822K 0.22%
20,945
+1,840
2 3
4
5 6