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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$458K 0.24%
5,990
+372
102
$446K 0.24%
10,578
+182
103
$442K 0.23%
15,861
+743
104
$431K 0.23%
1,933
-593
105
$421K 0.22%
15,742
+2,824
106
$413K 0.22%
8,328
+1,635
107
$412K 0.22%
3,628
+408
108
$409K 0.22%
4,876
+498
109
$403K 0.21%
10,630
+4,710
110
$399K 0.21%
4,268
-76
111
$398K 0.21%
5,187
-10,672
112
$395K 0.21%
16,651
-507
113
$381K 0.2%
34,267
+4,647
114
$371K 0.2%
897
-256
115
$369K 0.2%
+10,766
116
$359K 0.19%
+10,922
117
$358K 0.19%
10,423
+1,249
118
$354K 0.19%
15,703
+622
119
$352K 0.19%
11,774
+615
120
$347K 0.18%
+14,768
121
$346K 0.18%
10,178
+1,373
122
$345K 0.18%
1,257
+260
123
$343K 0.18%
7,288
+6,170
124
$343K 0.18%
1,933
+11
125
$343K 0.18%
24,493
+1,575
3 4
5
6 7