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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.13%
11,329
-170
152
$298K 0.13%
+11,865
153
$296K 0.13%
2,500
+868
154
$295K 0.13%
11,297
-3,761
155
$285K 0.12%
6,206
-1,293
156
$285K 0.12%
7,290
-10,621
157
$281K 0.12%
12,178
-748
158
$280K 0.12%
+9,400
159
$276K 0.12%
3,234
-10,808
160
$274K 0.12%
5,112
-1,286
161
$271K 0.12%
9,031
+198
162
$268K 0.12%
+2,867
163
$261K 0.11%
+18,596
164
$259K 0.11%
848
+40
165
$257K 0.11%
+511
166
$256K 0.11%
+12,701
167
$255K 0.11%
4,924
+1,203
168
$255K 0.11%
1,485
169
$254K 0.11%
7,018
+1,145
170
$248K 0.11%
4,120
+20
171
$246K 0.11%
6,168
+15
172
$244K 0.11%
4,143
-1,134
173
$243K 0.11%
+8,000
174
$243K 0.11%
1,023
-370
175
$240K 0.1%
+4,091
5 6
7
8 9