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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.21%
66,067
-1,767
127
$630K 0.21%
4,926
-121
128
$629K 0.21%
22,228
-2,351
129
$626K 0.21%
27,264
-476
130
$625K 0.21%
5,749
+2,813
131
$622K 0.21%
36,907
+1,569
132
$619K 0.21%
6,152
-1,180
133
$619K 0.21%
7,578
+114
134
$614K 0.2%
20,635
-39,547
135
$605K 0.2%
8,400
+50
136
$603K 0.2%
7,370
+3,116
137
$585K 0.19%
18,650
+750
138
$584K 0.19%
57,019
+15,900
139
$579K 0.19%
6,430
-3,266
140
$579K 0.19%
5,864
+209
141
$567K 0.19%
11,167
+2,451
142
$557K 0.19%
26,738
-9,714
143
$556K 0.19%
29,530
144
$555K 0.18%
11,401
+751
145
$551K 0.18%
38,100
+3,154
146
$549K 0.18%
14,874
+819
147
$547K 0.18%
3,749
+88
148
$546K 0.18%
1,062
-20
149
$539K 0.18%
5,640
-55
150
$530K 0.18%
5,189
-312
4 5
6
7 8