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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$678K 0.24%
3,890
-4,035
102
$676K 0.24%
35,245
+8,891
103
$674K 0.24%
+20,322
104
$671K 0.24%
+46,281
105
$656K 0.23%
11,077
+6,253
106
$654K 0.23%
68,148
+22,984
107
$653K 0.23%
34,158
-24,819
108
$653K 0.23%
33,304
+7,352
109
$653K 0.23%
+80,211
110
$645K 0.23%
+90,853
111
$645K 0.23%
6,403
-3,636
112
$642K 0.23%
26,355
-766
113
$642K 0.23%
+8,762
114
$641K 0.23%
21,050
-3,500
115
$639K 0.23%
14,235
+4,777
116
$634K 0.23%
12,652
+6,600
117
$626K 0.22%
35,888
+8,256
118
$624K 0.22%
+12,005
119
$612K 0.22%
13,437
-16,600
120
$605K 0.22%
5,916
+3,273
121
$601K 0.21%
27,302
+6,075
122
$597K 0.21%
42,457
+8,184
123
$596K 0.21%
963
+143
124
$588K 0.21%
+41,241
125
$587K 0.21%
286
+60
3 4
5
6 7