TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.22M
3
+$1.27M
4
BCSF icon
Bain Capital Specialty
BCSF
+$1.25M
5
ARCC icon
Ares Capital
ARCC
+$1.23M

Top Sells

1
+$3.99M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.84M
5
MOMO
Hello Group
MOMO
+$1.48M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$602K 0.24%
665
-101
102
$599K 0.23%
+6,564
103
$593K 0.23%
+26,354
104
$590K 0.23%
+8,953
105
$585K 0.23%
19,494
-5,400
106
$584K 0.23%
+25,994
107
$565K 0.22%
3,427
-1,437
108
$548K 0.21%
+25,872
109
$546K 0.21%
48,048
+184
110
$545K 0.21%
16,183
-44,724
111
$537K 0.21%
31,139
-31,884
112
$536K 0.21%
9,029
+41
113
$530K 0.21%
2,911
-60
114
$528K 0.21%
3,613
+704
115
$521K 0.2%
2,861
+1,147
116
$517K 0.2%
+25,297
117
$515K 0.2%
10,118
+1,555
118
$514K 0.2%
+27,307
119
$509K 0.2%
25,952
-77
120
$508K 0.2%
14,328
-11,753
121
$507K 0.2%
1,683
-22
122
$503K 0.2%
+27,632
123
$502K 0.2%
34,273
+1,484
124
$500K 0.2%
+18,443
125
$495K 0.19%
10,781
-918
3 4
5
6 7