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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.22%
13,911
+2,147
102
$503K 0.22%
5,063
+46
103
$488K 0.21%
38,754
+6,866
104
$485K 0.21%
9,856
+838
105
$483K 0.21%
11,210
-720
106
$477K 0.21%
8,457
+330
107
$467K 0.2%
3,628
-85
108
$464K 0.2%
2,270
-25
109
$457K 0.2%
2,268
+783
110
$457K 0.2%
8,795
-6,353
111
$455K 0.2%
+1,760
112
$453K 0.2%
5,290
-178
113
$443K 0.19%
1,245
+242
114
$440K 0.19%
+4,000
115
$430K 0.19%
2,779
+1,590
116
$430K 0.19%
37,293
-5,625
117
$427K 0.18%
40,453
-1,976
118
$422K 0.18%
10,175
+881
119
$421K 0.18%
8,889
+1,031
120
$420K 0.18%
23,058
-13,063
121
$412K 0.18%
+32,000
122
$404K 0.17%
1,601
+141
123
$403K 0.17%
20,358
-2,977
124
$397K 0.17%
+23,102
125
$394K 0.17%
5,748
-627
3 4
5
6 7