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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.15%
1,290
+30
152
$276K 0.15%
+17,200
153
$276K 0.15%
8,062
-87,520
154
$275K 0.15%
2,505
-390
155
$275K 0.15%
2,352
-3,481
156
$275K 0.15%
1,031
+126
157
$273K 0.15%
+41,852
158
$271K 0.14%
+8,559
159
$269K 0.14%
14,562
+35
160
$268K 0.14%
+20,768
161
$268K 0.14%
12,978
+2,851
162
$261K 0.14%
3,725
-200
163
$260K 0.14%
6,731
-8,598
164
$255K 0.14%
1,271
+135
165
$249K 0.13%
+512
166
$249K 0.13%
+10,573
167
$243K 0.13%
+2,907
168
$241K 0.13%
5,902
+159
169
$239K 0.13%
1,757
-9,192
170
$237K 0.13%
+5,868
171
$237K 0.13%
+3,176
172
$234K 0.13%
5,001
-449
173
$233K 0.12%
7,380
+194
174
$228K 0.12%
3,882
+114
175
$224K 0.12%
+7,184
5 6
7
8 9