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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$328K 0.14%
9,078
-1,255
152
$328K 0.14%
9,288
-949
153
$325K 0.14%
9,316
-1,407
154
$324K 0.14%
7,409
+3,318
155
$323K 0.14%
7,705
-41
156
$322K 0.14%
9,492
-1,928
157
$315K 0.14%
2,554
+1,096
158
$315K 0.14%
+1,324
159
$313K 0.14%
2,565
-1,063
160
$299K 0.13%
+1,205
161
$298K 0.13%
+997
162
$297K 0.13%
5,804
-47,055
163
$294K 0.13%
+12,990
164
$294K 0.13%
9,129
+2,682
165
$291K 0.13%
10,301
+2,470
166
$288K 0.12%
+7,966
167
$287K 0.12%
3,974
-14,794
168
$285K 0.12%
3,665
+1,110
169
$277K 0.12%
1,249
+315
170
$277K 0.12%
628
-617
171
$275K 0.12%
7,319
-8,223
172
$273K 0.12%
10,961
-368
173
$271K 0.12%
+1,940
174
$267K 0.12%
5,761
-2,694
175
$265K 0.11%
+5,920
5 6
7
8 9