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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$369K 0.17%
+11,720
127
$368K 0.17%
6,298
-13,020
128
$368K 0.17%
19,557
+459
129
$364K 0.17%
11,864
+1,431
130
$361K 0.16%
10,625
+131
131
$360K 0.16%
3,713
+167
132
$359K 0.16%
6,832
+258
133
$357K 0.16%
8,985
+927
134
$355K 0.16%
+4,006
135
$345K 0.16%
+15,013
136
$344K 0.16%
10,081
-404
137
$343K 0.16%
5,266
+106
138
$332K 0.15%
6,448
+19
139
$325K 0.15%
14,593
+3,151
140
$322K 0.15%
639
-137
141
$321K 0.15%
2,524
-2,867
142
$320K 0.15%
1,495
+446
143
$320K 0.15%
5,827
-7,573
144
$320K 0.15%
+17,198
145
$318K 0.14%
6,645
+432
146
$310K 0.14%
7,201
+1,807
147
$308K 0.14%
11,920
+349
148
$307K 0.14%
18,210
+1,465
149
$305K 0.14%
1,590
+621
150
$302K 0.14%
212,543
+55,968
4 5
6
7 8