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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.16%
+4,660
127
$361K 0.15%
3,658
-55
128
$357K 0.15%
29,538
-22,778
129
$355K 0.15%
2,715
-3,991
130
$354K 0.15%
1,464
-31
131
$353K 0.15%
+2,923
132
$353K 0.15%
8,759
-1,358
133
$346K 0.15%
6,316
-132
134
$344K 0.15%
30,306
-6,332
135
$342K 0.15%
+6,480
136
$341K 0.14%
+7,081
137
$329K 0.14%
9,518
-126
138
$327K 0.14%
+27,453
139
$325K 0.14%
+4,188
140
$320K 0.14%
+6,000
141
$318K 0.13%
+50,016
142
$316K 0.13%
696
-27
143
$304K 0.13%
16,655
+2,980
144
$304K 0.13%
21,795
+896
145
$300K 0.13%
11,480
-3,113
146
$295K 0.13%
10,289
+958
147
$293K 0.12%
1,572
-50
148
$291K 0.12%
15,047
-357
149
$291K 0.12%
17,701
150
$288K 0.12%
20,768
4 5
6
7 8