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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.18%
33,250
127
$341K 0.18%
+33,139
128
$338K 0.18%
6,700
+1,511
129
$337K 0.18%
12,908
+2,227
130
$333K 0.18%
1,632
+144
131
$327K 0.18%
616
+21
132
$320K 0.17%
+876
133
$320K 0.17%
+29,728
134
$318K 0.17%
+11,279
135
$316K 0.17%
+18,458
136
$313K 0.17%
+58,126
137
$313K 0.17%
2,061
+15
138
$312K 0.17%
+3,120
139
$309K 0.17%
6,824
-1,344
140
$308K 0.17%
8,248
-12,382
141
$303K 0.16%
7,611
+156
142
$302K 0.16%
11,404
-78
143
$300K 0.16%
14,873
-1,774
144
$299K 0.16%
10,130
-28,050
145
$297K 0.16%
15,077
-167
146
$290K 0.16%
+33,844
147
$283K 0.15%
+5,581
148
$281K 0.15%
+3,521
149
$278K 0.15%
9,210
-3,094
150
$278K 0.15%
825
-1,913
4 5
6
7 8