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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.14%
1,260
+213
152
$259K 0.14%
18,613
-21,387
153
$257K 0.14%
4,952
-15,804
154
$255K 0.14%
+2,674
155
$251K 0.14%
3,925
-49
156
$249K 0.14%
3,768
-23
157
$245K 0.13%
2,558
-4,062
158
$243K 0.13%
+3,647
159
$240K 0.13%
+14,373
160
$240K 0.13%
905
-163
161
$236K 0.13%
+53,721
162
$235K 0.13%
+5,743
163
$233K 0.13%
905
-1,293
164
$230K 0.13%
1,407
-138
165
$230K 0.13%
2,187
-1,441
166
$228K 0.12%
+5,189
167
$227K 0.12%
7,186
+328
168
$224K 0.12%
+11,777
169
$222K 0.12%
1,136
-19,864
170
$221K 0.12%
7,368
-4,406
171
$216K 0.12%
+6,706
172
$212K 0.12%
+8,776
173
$210K 0.11%
1,416
-1,975
174
$209K 0.11%
4,175
-492
175
$208K 0.11%
6,263
-4,160
5 6
7
8 9