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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$547K 0.26%
+21,354
102
$545K 0.26%
+1,070
103
$544K 0.25%
+21,068
104
$511K 0.24%
+4,004
105
$505K 0.24%
42,918
+9,848
106
$483K 0.23%
+3,713
107
$475K 0.22%
5,017
+481
108
$471K 0.22%
+5,468
109
$457K 0.21%
42,429
+902
110
$455K 0.21%
9,799
-3,823
111
$452K 0.21%
1,632
+328
112
$451K 0.21%
9,018
+320
113
$447K 0.21%
23,335
+290
114
$432K 0.2%
1,701
-765
115
$426K 0.2%
11,764
+1,181
116
$424K 0.2%
9,993
+751
117
$417K 0.2%
10,415
+1,159
118
$415K 0.19%
1,224
-272
119
$413K 0.19%
7,024
-500
120
$412K 0.19%
2,295
121
$411K 0.19%
11,153
+3,618
122
$401K 0.19%
3,248
+450
123
$400K 0.19%
8,120
+328
124
$398K 0.19%
+40,350
125
$395K 0.19%
8,127
+758
3 4
5
6 7