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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.13%
4,256
-581
152
$294K 0.13%
1,504
-206
153
$288K 0.13%
+20,755
154
$287K 0.13%
+17,701
155
$285K 0.13%
3,516
-7
156
$285K 0.13%
4,473
-1,165
157
$284K 0.13%
+1,763
158
$282K 0.13%
9,786
+740
159
$280K 0.13%
+1,251
160
$279K 0.13%
2,851
+233
161
$274K 0.12%
+2,141
162
$268K 0.12%
4,097
-8,255
163
$267K 0.12%
7,932
+304
164
$258K 0.12%
+5,155
165
$255K 0.12%
2,380
+4
166
$253K 0.11%
1,553
-95
167
$253K 0.11%
1,042
-29
168
$253K 0.11%
16,745
-5,219
169
$249K 0.11%
5,394
+224
170
$248K 0.11%
+5,052
171
$247K 0.11%
+13,574
172
$246K 0.11%
5,879
-325
173
$244K 0.11%
+3,253
174
$241K 0.11%
1,049
-5
175
$240K 0.11%
+2,606
5 6
7
8 9