TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.14%
16,161
-345
152
$340K 0.14%
28,789
-4,433
153
$340K 0.14%
2,619
-304
154
$334K 0.14%
11,253
+964
155
$334K 0.14%
8,708
+2,397
156
$330K 0.13%
24,800
157
$329K 0.13%
3,175
-1,190
158
$326K 0.13%
10,295
+1,124
159
$322K 0.13%
29,438
-100
160
$319K 0.13%
+8,909
161
$319K 0.13%
10,024
-930
162
$318K 0.13%
+1,714
163
$310K 0.13%
23,491
+1,696
164
$310K 0.13%
7,801
-958
165
$309K 0.13%
18,301
+4,445
166
$295K 0.12%
17,701
167
$286K 0.12%
+9,826
168
$286K 0.12%
+3,769
169
$275K 0.11%
+180
170
$272K 0.11%
5,403
171
$271K 0.11%
+564
172
$269K 0.11%
3,909
-146
173
$265K 0.11%
7,936
+1,660
174
$265K 0.11%
5,958
-21,819
175
$264K 0.11%
10,055
-76
5 6
7
8 9