TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$582K 0.24%
766
-1,474
102
$579K 0.24%
+4,095
103
$578K 0.24%
+7,928
104
$576K 0.23%
+4,455
105
$555K 0.23%
+30,138
106
$552K 0.23%
47,864
-2,170
107
$546K 0.22%
11,699
-90
108
$542K 0.22%
+5,926
109
$528K 0.22%
5,426
+474
110
$526K 0.21%
5,219
-14,008
111
$518K 0.21%
8,988
-6,852
112
$517K 0.21%
3,779
-84
113
$499K 0.2%
32,675
-1,523
114
$478K 0.19%
+1,705
115
$477K 0.19%
+29,636
116
$475K 0.19%
+32,789
117
$475K 0.19%
823
-150
118
$474K 0.19%
+26,029
119
$469K 0.19%
36,292
+952
120
$468K 0.19%
+12,813
121
$462K 0.19%
+2,971
122
$459K 0.19%
2,909
-3,510
123
$458K 0.19%
14,178
-1,872
124
$445K 0.18%
19,737
+1,130
125
$441K 0.18%
3,656
-285
3 4
5
6 7