TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.18%
12,051
-933
127
$430K 0.18%
+10,179
128
$426K 0.17%
8,563
+484
129
$419K 0.17%
6,885
-225
130
$419K 0.17%
2,112
-12
131
$411K 0.17%
2,067
-1,627
132
$410K 0.17%
5,815
-97
133
$408K 0.17%
6,141
-344
134
$404K 0.16%
2,234
-284
135
$398K 0.16%
+16,368
136
$393K 0.16%
3,357
-4,781
137
$390K 0.16%
4,084
-14
138
$389K 0.16%
22,231
-13,767
139
$383K 0.16%
15,244
+3,891
140
$381K 0.16%
+17,792
141
$377K 0.15%
+4,751
142
$376K 0.15%
12,182
-2,839
143
$373K 0.15%
19,193
+4,146
144
$372K 0.15%
5,623
-3,044
145
$370K 0.15%
9,374
-144
146
$367K 0.15%
6,304
-12
147
$365K 0.15%
3,678
+20
148
$362K 0.15%
501
+106
149
$361K 0.15%
8,543
-9,024
150
$356K 0.15%
2,715
4 5
6
7 8