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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.18%
18,402
+1,275
127
$340K 0.18%
10,275
+1,197
128
$338K 0.18%
10,691
+870
129
$338K 0.18%
11,159
+621
130
$337K 0.18%
7,334
+2,388
131
$336K 0.18%
11,139
+1,647
132
$335K 0.18%
10,509
+1,221
133
$334K 0.18%
10,696
+1,380
134
$331K 0.17%
26,615
-4,671
135
$327K 0.17%
6,672
+567
136
$323K 0.17%
4,033
-1,817
137
$318K 0.17%
10,223
+60
138
$317K 0.17%
617
-45
139
$312K 0.16%
3,415
+389
140
$312K 0.16%
3,775
-621
141
$311K 0.16%
+9,633
142
$309K 0.16%
+26,503
143
$308K 0.16%
11,262
+2,133
144
$306K 0.16%
2,398
-412
145
$298K 0.16%
2,496
-69
146
$297K 0.16%
6,851
+2,941
147
$291K 0.15%
2,098
+58
148
$284K 0.15%
5,662
-142
149
$281K 0.15%
3,974
150
$280K 0.15%
5,344
-1,497
4 5
6
7 8