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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$424K 0.15%
+18,561
152
$421K 0.15%
4,618
-718
153
$416K 0.15%
16,344
-9,528
154
$416K 0.15%
+37,033
155
$413K 0.15%
7,852
+3,246
156
$413K 0.15%
9,206
+2,145
157
$404K 0.14%
+7,688
158
$404K 0.14%
3,187
+1,672
159
$401K 0.14%
42,834
+8,328
160
$398K 0.14%
3,599
-476
161
$396K 0.14%
12,189
+711
162
$394K 0.14%
6,180
-479
163
$392K 0.14%
+17,768
164
$392K 0.14%
8,048
-2,733
165
$386K 0.14%
+3,543
166
$384K 0.14%
+9,481
167
$382K 0.14%
+2,926
168
$380K 0.14%
5,118
-107
169
$380K 0.14%
+7,756
170
$379K 0.13%
+1,706
171
$377K 0.13%
23,300
-1,000
172
$375K 0.13%
+34,192
173
$375K 0.13%
+2,434
174
$374K 0.13%
4,223
+308
175
$374K 0.13%
13,216
+2,148
5 6
7
8 9