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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.17%
3,206
-42
127
$391K 0.17%
2,286
+678
128
$389K 0.17%
40,350
129
$384K 0.17%
+10,029
130
$380K 0.16%
4,483
-28,803
131
$379K 0.16%
+11,420
132
$379K 0.16%
24,414
-472
133
$379K 0.16%
7,991
-1,808
134
$378K 0.16%
+10,333
135
$377K 0.16%
7,998
+109
136
$376K 0.16%
+4,000
137
$371K 0.16%
13,234
-660
138
$370K 0.16%
8,455
+1,176
139
$369K 0.16%
10,237
+617
140
$366K 0.16%
+10,723
141
$364K 0.16%
+9,337
142
$357K 0.15%
+10,347
143
$357K 0.15%
+10,769
144
$356K 0.15%
+10,857
145
$348K 0.15%
7,746
+22
146
$340K 0.15%
13,108
+2,574
147
$333K 0.14%
+2,036
148
$328K 0.14%
3,017
+460
149
$324K 0.14%
+3,009
150
$305K 0.13%
4,980
-2,044
4 5
6
7 8