TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$555K 0.17%
12,535
-2,551
152
$548K 0.16%
4,063
+314
153
$537K 0.16%
58,409
-22,615
154
$530K 0.16%
54,774
-11,293
155
$529K 0.16%
+18,809
156
$526K 0.16%
14,751
-123
157
$526K 0.16%
8,400
158
$525K 0.16%
3,938
+266
159
$524K 0.16%
2,143
+479
160
$519K 0.16%
29,515
-15
161
$519K 0.16%
12,811
-9,804
162
$501K 0.15%
4,538
+340
163
$498K 0.15%
22,478
-4,786
164
$498K 0.15%
3,260
+697
165
$497K 0.15%
+2,152
166
$491K 0.15%
8,305
+144
167
$490K 0.15%
+11,431
168
$489K 0.15%
4,937
+355
169
$483K 0.15%
29,676
+1,438
170
$478K 0.14%
9,536
-6,821
171
$454K 0.14%
3,390
-310
172
$453K 0.14%
9,789
-12,678
173
$451K 0.14%
4,117
-1,632
174
$446K 0.13%
21,418
+15
175
$446K 0.13%
13,946
+1,893
5 6
7
8 9