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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.24%
+25,226
102
$446K 0.24%
+26,476
103
$442K 0.24%
999
+38
104
$435K 0.23%
+42,835
105
$434K 0.23%
2,038
+155
106
$427K 0.23%
10,672
+283
107
$423K 0.23%
43,337
+7,343
108
$413K 0.22%
11,765
-9,840
109
$408K 0.22%
6,839
+199
110
$401K 0.21%
2,837
-13,407
111
$395K 0.21%
+25,071
112
$394K 0.21%
+6,464
113
$381K 0.2%
3,927
+817
114
$379K 0.2%
1,201
-78
115
$376K 0.2%
2,127
+176
116
$367K 0.2%
27,730
-9,517
117
$365K 0.2%
7,616
-967
118
$357K 0.19%
+4,852
119
$356K 0.19%
10,136
+1,412
120
$354K 0.19%
11,289
+1,060
121
$354K 0.19%
7,456
+43
122
$353K 0.19%
+1,544
123
$351K 0.19%
+10,985
124
$349K 0.19%
7,011
+268
125
$348K 0.19%
4,000
+926
3 4
5
6 7