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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$272K 0.13%
11,209
+605
152
$270K 0.13%
+3,721
153
$263K 0.12%
+3,703
154
$260K 0.12%
1,608
+176
155
$255K 0.12%
3,641
+55
156
$252K 0.12%
4,175
+746
157
$252K 0.12%
+832
158
$250K 0.12%
4,100
-90
159
$250K 0.12%
8,833
+520
160
$247K 0.12%
4,809
+395
161
$246K 0.12%
12,186
+983
162
$246K 0.12%
6,380
+167
163
$244K 0.11%
11,770
-750
164
$236K 0.11%
912
-255
165
$235K 0.11%
2,098
+125
166
$234K 0.11%
6,153
+72
167
$228K 0.11%
1,485
+45
168
$227K 0.11%
1,700
-6,520
169
$225K 0.11%
1,393
-115
170
$225K 0.11%
3,932
+40
171
$223K 0.1%
+1,524
172
$221K 0.1%
808
-6
173
$216K 0.1%
6,076
-4,000
174
$214K 0.1%
4,293
+546
175
$213K 0.1%
+2,603
5 6
7
8 9