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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.18%
+17,516
152
$521K 0.17%
88,202
+5,340
153
$515K 0.17%
37,087
+7,758
154
$511K 0.17%
28,130
+2,657
155
$500K 0.17%
15,086
+1,658
156
$494K 0.16%
32,697
+17,146
157
$484K 0.16%
6,638
-1,479
158
$474K 0.16%
3,672
159
$473K 0.16%
28,238
+2,748
160
$469K 0.16%
2,269
+89
161
$464K 0.15%
4,198
+1,350
162
$462K 0.15%
8,161
+443
163
$461K 0.15%
18,525
-735
164
$454K 0.15%
21,403
+2,095
165
$453K 0.15%
9,175
+970
166
$440K 0.15%
1,664
+25
167
$440K 0.15%
+19,915
168
$440K 0.15%
1,793
+42
169
$436K 0.15%
+26,220
170
$435K 0.15%
28,719
-13,048
171
$435K 0.15%
10,967
-75
172
$432K 0.14%
+1,415
173
$425K 0.14%
2,563
+191
174
$420K 0.14%
7,674
-19,683
175
$417K 0.14%
9,905
-72
5 6
7
8 9