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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$817K 0.22%
102,319
+60,087
102
$814K 0.22%
10,641
+266
103
$797K 0.21%
17,166
+7,377
104
$796K 0.21%
125,609
+18,735
105
$794K 0.21%
58,034
+6,016
106
$791K 0.21%
13,750
+695
107
$788K 0.21%
40,061
+4,234
108
$774K 0.21%
+15,270
109
$751K 0.2%
9,931
+4,507
110
$750K 0.2%
26,079
-166
111
$749K 0.2%
+1,637
112
$740K 0.2%
17,757
+569
113
$739K 0.2%
4,972
-875
114
$738K 0.2%
1,027
+287
115
$728K 0.2%
8,650
+15
116
$726K 0.2%
+32,992
117
$726K 0.2%
29,270
+3,186
118
$714K 0.19%
87,033
-23,941
119
$706K 0.19%
17,412
+1,706
120
$703K 0.19%
39,927
+6,463
121
$697K 0.19%
26,746
+4,495
122
$696K 0.19%
19,333
-7,307
123
$695K 0.19%
2,861
-2,868
124
$693K 0.19%
5,200
-170
125
$688K 0.19%
2,917
3 4
5
6 7