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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$576K 0.21%
+17,756
127
$564K 0.2%
+2,564
128
$559K 0.2%
+80,955
129
$552K 0.2%
29,542
-1,597
130
$548K 0.2%
10,569
+451
131
$537K 0.19%
1,015
+90
132
$528K 0.19%
+35,072
133
$525K 0.19%
14,384
+56
134
$510K 0.18%
9,023
-6
135
$510K 0.18%
25,000
-1,000
136
$499K 0.18%
+2,212
137
$488K 0.17%
6,378
-7,941
138
$486K 0.17%
19,707
-233
139
$485K 0.17%
23,402
-3,905
140
$481K 0.17%
+10,000
141
$471K 0.17%
3,672
+3
142
$462K 0.16%
+18,257
143
$461K 0.16%
5,299
-659
144
$447K 0.16%
17,677
+1,241
145
$445K 0.16%
13,384
+76
146
$445K 0.16%
+423
147
$441K 0.16%
6,298
-8,448
148
$435K 0.15%
+26,241
149
$430K 0.15%
10,306
-8,371
150
$425K 0.15%
10,246
-9,647
4 5
6
7 8