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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$499K 0.23%
9,234
+814
102
$490K 0.22%
+4,631
103
$480K 0.22%
13,126
+470
104
$472K 0.21%
77,291
+2,438
105
$471K 0.21%
+16,303
106
$469K 0.21%
12,170
+264
107
$465K 0.21%
14,194
+15
108
$455K 0.21%
848
+10
109
$449K 0.2%
13,168
-3,514
110
$446K 0.2%
20,343
+222
111
$445K 0.2%
1,633
+159
112
$433K 0.2%
+4,828
113
$424K 0.19%
9,222
-1,194
114
$415K 0.19%
33,730
-9,202
115
$409K 0.19%
3,963
-49
116
$407K 0.18%
3,348
+1,940
117
$398K 0.18%
4,366
+275
118
$392K 0.18%
32,728
+92
119
$391K 0.18%
10,117
+544
120
$389K 0.18%
36,638
-11,339
121
$384K 0.17%
14,409
-52
122
$382K 0.17%
4,693
+437
123
$376K 0.17%
1,804
+461
124
$375K 0.17%
5,930
-372
125
$372K 0.17%
3,954
+1,103
3 4
5
6 7