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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.24%
+5,237
102
$410K 0.24%
+13,372
103
$396K 0.23%
+6,405
104
$393K 0.23%
+23,045
105
$392K 0.23%
+10,583
106
$380K 0.22%
+9,256
107
$378K 0.22%
+1,003
108
$372K 0.22%
+8,355
109
$365K 0.21%
+7,369
110
$363K 0.21%
+5,693
111
$363K 0.21%
+7,336
112
$359K 0.21%
+9,242
113
$343K 0.2%
+2,798
114
$340K 0.2%
+4,512
115
$340K 0.2%
+13,125
116
$333K 0.19%
+1,447
117
$331K 0.19%
+10,441
118
$326K 0.19%
+1,327
119
$323K 0.19%
+3,692
120
$320K 0.19%
+10,304
121
$315K 0.18%
+7,880
122
$306K 0.18%
+3,429
123
$305K 0.18%
+9,240
124
$303K 0.18%
+6,105
125
$303K 0.18%
+6,262
3 4
5
6 7