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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.18%
+9,140
127
$298K 0.17%
+8,607
128
$297K 0.17%
+6,972
129
$297K 0.17%
+8,714
130
$295K 0.17%
+2,691
131
$294K 0.17%
+12,515
132
$294K 0.17%
+7,535
133
$286K 0.17%
+10,604
134
$282K 0.16%
+3,586
135
$275K 0.16%
+10,076
136
$264K 0.15%
+11,203
137
$259K 0.15%
+12,565
138
$254K 0.15%
+1,508
139
$254K 0.15%
+1,167
140
$252K 0.15%
+5,983
141
$248K 0.14%
+6,081
142
$248K 0.14%
+12,520
143
$244K 0.14%
+1,432
144
$240K 0.14%
+3,892
145
$235K 0.14%
+3,766
146
$234K 0.14%
+1,973
147
$233K 0.14%
+10,326
148
$233K 0.14%
+8,313
149
$230K 0.13%
+4,190
150
$229K 0.13%
+4,414
3 4 5
6
7