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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.17%
2,476
-14,358
127
$391K 0.17%
+22,918
128
$384K 0.17%
+3,026
129
$382K 0.17%
2,040
+4
130
$379K 0.16%
1,482
-625
131
$366K 0.16%
4,396
-894
132
$364K 0.16%
2,653
-126
133
$360K 0.16%
11,159
+302
134
$358K 0.16%
996
+372
135
$354K 0.15%
+31,286
136
$354K 0.15%
+6,841
137
$352K 0.15%
3,436
+419
138
$351K 0.15%
6,693
-40,468
139
$349K 0.15%
9,174
-855
140
$345K 0.15%
10,538
-231
141
$344K 0.15%
+17,127
142
$341K 0.15%
1,922
-364
143
$340K 0.15%
17,158
+4,050
144
$339K 0.15%
+6,105
145
$338K 0.15%
9,821
-526
146
$338K 0.15%
662
+151
147
$333K 0.14%
8,805
-532
148
$332K 0.14%
1,734
-534
149
$331K 0.14%
2,380
+840
150
$331K 0.14%
+29,734
4 5
6
7 8