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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$396K 0.15%
5,336
-287
152
$395K 0.15%
6,659
-226
153
$390K 0.15%
9,458
+915
154
$383K 0.15%
29,683
+894
155
$379K 0.15%
10,213
+839
156
$375K 0.15%
6,608
+2,842
157
$374K 0.15%
+20,505
158
$371K 0.15%
226
+46
159
$370K 0.14%
13,132
+3,306
160
$350K 0.14%
34,506
+5,068
161
$337K 0.13%
24,300
-500
162
$336K 0.13%
2,717
+2
163
$336K 0.13%
25,437
+1,946
164
$334K 0.13%
3,660
-14,388
165
$331K 0.13%
10,699
+404
166
$328K 0.13%
+7,061
167
$326K 0.13%
11,478
+225
168
$323K 0.13%
3,401
-683
169
$322K 0.13%
8,725
-184
170
$307K 0.12%
11,055
+2,174
171
$306K 0.12%
+6,052
172
$305K 0.12%
32,751
+12,676
173
$296K 0.12%
+1,150
174
$291K 0.11%
+6,109
175
$287K 0.11%
+3,915
5 6
7
8 9