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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$598K 0.26%
15,481
+5,306
102
$577K 0.25%
2,015
-504
103
$571K 0.25%
+12,918
104
$566K 0.25%
+2,665
105
$565K 0.24%
1,153
-4,396
106
$558K 0.24%
+14,351
107
$556K 0.24%
19,342
+10,311
108
$548K 0.24%
5,850
+787
109
$536K 0.23%
6,766
+4,156
110
$520K 0.23%
+15,118
111
$516K 0.22%
+24,314
112
$512K 0.22%
+8,609
113
$511K 0.22%
+5,618
114
$509K 0.22%
15,055
+3,305
115
$506K 0.22%
16,175
-7,387
116
$506K 0.22%
15,664
-814
117
$487K 0.21%
+3,220
118
$474K 0.21%
9,313
+518
119
$465K 0.2%
10,396
+1,507
120
$464K 0.2%
+10,859
121
$462K 0.2%
+4,344
122
$458K 0.2%
+15,081
123
$429K 0.19%
2,810
-2,556
124
$419K 0.18%
10,163
-7,430
125
$415K 0.18%
12,400
-15,600
3 4
5
6 7