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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.19%
36,090
-202
127
$491K 0.19%
7,430
+4,725
128
$489K 0.19%
5,225
+2,050
129
$484K 0.19%
4,878
+70
130
$479K 0.19%
9,946
+4,543
131
$477K 0.19%
+15,439
132
$473K 0.18%
+6,079
133
$466K 0.18%
19,940
+3,572
134
$464K 0.18%
925
+361
135
$454K 0.18%
820
-3
136
$453K 0.18%
+15,082
137
$450K 0.18%
+16,035
138
$450K 0.18%
4,075
-4,008
139
$443K 0.17%
+1,740
140
$443K 0.17%
3,226
-553
141
$441K 0.17%
+8,668
142
$435K 0.17%
3,669
+13
143
$428K 0.17%
5,958
+143
144
$420K 0.16%
13,308
-870
145
$415K 0.16%
+45,164
146
$414K 0.16%
2,048
-19
147
$411K 0.16%
18,214
-1,523
148
$411K 0.16%
16,436
+1,192
149
$406K 0.16%
21,227
-1,004
150
$403K 0.16%
20,451
+1,258
4 5
6
7 8