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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.15%
+10,142
152
$276K 0.15%
3,791
+426
153
$273K 0.14%
2,894
+241
154
$268K 0.14%
3,825
-14,734
155
$266K 0.14%
1,545
-6,102
156
$263K 0.14%
11,504
+1,203
157
$261K 0.14%
9,029
+1,324
158
$258K 0.14%
4,667
+1,002
159
$258K 0.14%
+4,737
160
$255K 0.13%
34,630
+4,896
161
$250K 0.13%
+5,214
162
$249K 0.13%
+1,735
163
$243K 0.13%
+2,088
164
$241K 0.13%
5,876
+298
165
$240K 0.13%
1,068
+72
166
$236K 0.12%
2,160
+220
167
$233K 0.12%
6,726
+320
168
$233K 0.12%
1,185
-139
169
$232K 0.12%
1,824
-652
170
$226K 0.12%
526
-102
171
$226K 0.12%
7,590
+463
172
$225K 0.12%
+759
173
$223K 0.12%
2,257
-203
174
$222K 0.12%
+6,858
175
$216K 0.11%
4,005
+245
5 6
7
8 9