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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.23%
6,536
+2,711
102
$419K 0.23%
3,104
+1,006
103
$417K 0.23%
10,389
-189
104
$412K 0.22%
+2,891
105
$411K 0.22%
+8,583
106
$404K 0.22%
+30,000
107
$403K 0.22%
+3,191
108
$403K 0.22%
1,883
-50
109
$388K 0.21%
5,123
+1,090
110
$387K 0.21%
4,625
+1,210
111
$386K 0.21%
961
+64
112
$361K 0.2%
12,304
-4,397
113
$356K 0.19%
+6,640
114
$354K 0.19%
7,413
-915
115
$353K 0.19%
1,279
+22
116
$346K 0.19%
9,033
-13,601
117
$343K 0.19%
10,194
-4,671
118
$340K 0.19%
8,168
+834
119
$327K 0.18%
+6,039
120
$327K 0.18%
2,895
+497
121
$323K 0.18%
10,905
+763
122
$319K 0.17%
1,951
+18
123
$315K 0.17%
12,293
+1,031
124
$313K 0.17%
7,623
-14,183
125
$308K 0.17%
11,482
-3,660
3 4
5
6 7