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
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$788K 0.24%
58,490
+21,403
102
$771K 0.23%
35,827
+604
103
$762K 0.23%
52,018
+1,015
104
$762K 0.23%
5,370
105
$757K 0.23%
50,318
-12,310
106
$751K 0.23%
2,692
-889
107
$744K 0.22%
19,105
+12,490
108
$733K 0.22%
+7,922
109
$733K 0.22%
1,291
+229
110
$728K 0.22%
106,874
+6,325
111
$723K 0.22%
26,245
-100
112
$716K 0.21%
8,635
+1,265
113
$714K 0.21%
75,585
+2,947
114
$710K 0.21%
13,055
-347
115
$704K 0.21%
51,300
-5,719
116
$703K 0.21%
26,084
+448
117
$701K 0.21%
16,534
-822
118
$697K 0.21%
44,999
-12,318
119
$690K 0.21%
3,295
-4,971
120
$687K 0.21%
+17,188
121
$687K 0.21%
6,829
-3,609
122
$684K 0.21%
22,251
-8,775
123
$682K 0.2%
49,845
+8,214
124
$680K 0.2%
+10,375
125
$674K 0.2%
5,847
+207
3 4
5
6 7