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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.12%
+11,353
152
$284K 0.12%
7,789
-500
153
$281K 0.12%
3,706
-1,241
154
$280K 0.12%
14,358
-5,199
155
$279K 0.12%
3,401
-100
156
$278K 0.12%
10,131
-6,172
157
$278K 0.12%
527
-112
158
$277K 0.12%
33,222
+19,400
159
$275K 0.12%
4,055
+155
160
$268K 0.11%
11,076
-620
161
$267K 0.11%
1,964
-2,667
162
$267K 0.11%
+395
163
$266K 0.11%
+7,958
164
$261K 0.11%
9,171
-1,580
165
$260K 0.11%
5,403
166
$256K 0.11%
+864
167
$255K 0.11%
+660
168
$254K 0.11%
8,434
-3,486
169
$253K 0.11%
+980
170
$249K 0.11%
4,019
-195
171
$244K 0.1%
+1,715
172
$243K 0.1%
13,145
-1,113
173
$242K 0.1%
5,533
-28,682
174
$241K 0.1%
3,499
-2,328
175
$236K 0.1%
10,508
-101
5 6
7
8 9