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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$301K 0.14%
5,182
+1,464
152
$296K 0.13%
2,519
+139
153
$296K 0.13%
723
+22
154
$293K 0.13%
9,644
-464
155
$290K 0.13%
15,404
+11
156
$290K 0.13%
4,947
+474
157
$289K 0.13%
6,684
-6,285
158
$284K 0.13%
3,501
-15
159
$283K 0.13%
+7,957
160
$282K 0.13%
20,768
161
$280K 0.13%
11,696
-1,214
162
$279K 0.13%
8,289
-500
163
$278K 0.13%
28,218
-109
164
$277K 0.13%
20,899
+144
165
$276K 0.13%
1,585
+81
166
$270K 0.12%
+1,350
167
$266K 0.12%
4,516
+419
168
$266K 0.12%
10,751
+965
169
$263K 0.12%
9,508
-9,672
170
$260K 0.12%
3,826
+113
171
$260K 0.12%
17,701
172
$259K 0.12%
1,622
+176
173
$256K 0.12%
13,675
+4,111
174
$256K 0.12%
9,331
+1,399
175
$256K 0.12%
2,304
-919
5 6
7
8 9