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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.16%
156,575
-14,036
127
$351K 0.16%
+50,005
128
$346K 0.16%
3,546
-99
129
$342K 0.16%
6,429
+1,314
130
$338K 0.15%
10,433
-24,206
131
$336K 0.15%
8,058
-636
132
$334K 0.15%
6,574
+121
133
$327K 0.15%
3,253
+373
134
$326K 0.15%
11,442
+2,299
135
$325K 0.15%
+11,907
136
$323K 0.15%
701
-439
137
$319K 0.14%
10,108
-418
138
$315K 0.14%
11,571
-129
139
$314K 0.14%
+6,950
140
$310K 0.14%
12,910
-956
141
$310K 0.14%
2,069
-283
142
$308K 0.14%
+15,393
143
$306K 0.14%
+15,372
144
$304K 0.14%
5,160
+1,353
145
$304K 0.14%
6,213
-973
146
$301K 0.14%
+20,768
147
$300K 0.14%
+8,789
148
$298K 0.14%
8,404
-2,179
149
$297K 0.13%
+28,327
150
$296K 0.13%
1,343
-48
4 5
6
7 8