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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$679K 0.18%
28,327
-12,747
127
$674K 0.18%
25,429
+4,930
128
$673K 0.18%
11,297
+105
129
$663K 0.18%
1,082
-209
130
$661K 0.18%
32,074
+1,638
131
$657K 0.18%
8,100
-300
132
$649K 0.18%
48,004
+6,219
133
$648K 0.17%
42,394
+4,152
134
$639K 0.17%
1,303
-2,869
135
$626K 0.17%
16,800
-10,100
136
$626K 0.17%
7,462
137
$625K 0.17%
9,634
-8,286
138
$616K 0.17%
+25,253
139
$608K 0.16%
29,783
+924
140
$607K 0.16%
15,835
+77
141
$606K 0.16%
18,595
-55
142
$603K 0.16%
59,535
+4,761
143
$594K 0.16%
60,724
+2,315
144
$593K 0.16%
12,304
+698
145
$580K 0.16%
6,326
-490
146
$572K 0.15%
4,056
+118
147
$572K 0.15%
12,798
-3,736
148
$571K 0.15%
4,991
-193
149
$567K 0.15%
2,302
-1,513
150
$560K 0.15%
3,879
-764
4 5
6
7 8