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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.2%
1,991
+187
102
$459K 0.2%
15,021
-4,284
103
$444K 0.19%
+8,667
104
$440K 0.19%
3,941
-22
105
$437K 0.19%
24,800
106
$436K 0.19%
35,340
+2,612
107
$429K 0.18%
18,607
-19,391
108
$425K 0.18%
7,110
+278
109
$423K 0.18%
5,912
-18
110
$420K 0.18%
+15,519
111
$413K 0.18%
19,154
+1,956
112
$409K 0.17%
6,465
+1,949
113
$405K 0.17%
221,410
+8,867
114
$400K 0.17%
4,098
-268
115
$398K 0.17%
9,074
+89
116
$396K 0.17%
2,124
+774
117
$395K 0.17%
4,365
-328
118
$395K 0.17%
2,728
+424
119
$388K 0.16%
6,485
+1,219
120
$383K 0.16%
10,954
-910
121
$383K 0.16%
2,518
-6
122
$382K 0.16%
+16,000
123
$376K 0.16%
+2,320
124
$376K 0.16%
16,506
-3,837
125
$370K 0.16%
8,079
+3,185
3 4
5
6 7