TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$663K 0.2%
2,917
-100
127
$650K 0.2%
6,964
+326
128
$643K 0.19%
5,184
-680
129
$634K 0.19%
28,859
-10,902
130
$628K 0.19%
+42,232
131
$625K 0.19%
6,816
-227
132
$617K 0.19%
20,048
-587
133
$617K 0.19%
38,242
+1,335
134
$615K 0.18%
11,192
+25
135
$612K 0.18%
15,706
-6,753
136
$612K 0.18%
33,464
+5,334
137
$599K 0.18%
18,650
138
$598K 0.18%
7,462
-1,450
139
$596K 0.18%
3,815
+2
140
$595K 0.18%
30,436
+20,273
141
$593K 0.18%
12,779
-28,592
142
$587K 0.18%
4,643
-283
143
$584K 0.18%
76,247
-25,190
144
$580K 0.17%
41,785
+3,685
145
$579K 0.17%
102,493
+14,291
146
$579K 0.17%
7,149
-429
147
$576K 0.17%
+15,758
148
$574K 0.17%
12,399
-13,828
149
$572K 0.17%
25,555
-5,456
150
$560K 0.17%
11,606
+205
4 5
6
7 8