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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.17%
35,994
+21,501
127
$301K 0.16%
595
-22
128
$299K 0.16%
3,110
-2,907
129
$298K 0.16%
16,647
-4
130
$291K 0.16%
15,244
-8,468
131
$291K 0.16%
14,176
-4,673
132
$290K 0.16%
3,074
+180
133
$287K 0.16%
6,743
-108
134
$285K 0.16%
12,010
-3,693
135
$285K 0.16%
10,229
+2,639
136
$280K 0.15%
1,488
+303
137
$278K 0.15%
8,724
+1,998
138
$277K 0.15%
2,046
+311
139
$274K 0.15%
5,480
+1,475
140
$272K 0.15%
+10,681
141
$271K 0.15%
10,127
-12,905
142
$269K 0.15%
9,043
+14
143
$268K 0.15%
2,618
-37,382
144
$268K 0.15%
2,526
+438
145
$267K 0.15%
+12,061
146
$265K 0.14%
11,482
-22
147
$264K 0.14%
+7,455
148
$263K 0.14%
14,527
-3,875
149
$263K 0.14%
21,584
-68,070
150
$262K 0.14%
5,450
-212
4 5
6
7 8