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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$803K 0.27%
55,531
+13,031
102
$800K 0.27%
41,999
+2,192
103
$776K 0.26%
81,024
-7,578
104
$772K 0.26%
51,003
+2,481
105
$757K 0.25%
3,581
-701
106
$735K 0.25%
3,017
+405
107
$735K 0.24%
5,370
+2,770
108
$719K 0.24%
14,251
+1,399
109
$707K 0.24%
15,579
+807
110
$704K 0.23%
31,011
-706
111
$700K 0.23%
55,474
-11,645
112
$694K 0.23%
13,402
-547
113
$692K 0.23%
15,093
+4,567
114
$678K 0.23%
72,638
+3,763
115
$674K 0.22%
41,631
+2,038
116
$673K 0.22%
+6,300
117
$659K 0.22%
100,549
+9,577
118
$655K 0.22%
25,636
+1,985
119
$654K 0.22%
10,387
-480
120
$646K 0.22%
7,043
-844
121
$645K 0.21%
35,223
+5,756
122
$643K 0.21%
43,215
+4,655
123
$642K 0.21%
7,390
+390
124
$640K 0.21%
8,912
+210
125
$638K 0.21%
26,345
3 4
5
6 7