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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$547K 0.15%
3,267
+576
152
$540K 0.15%
11,428
+900
153
$531K 0.14%
30,016
+501
154
$530K 0.14%
14,519
+1,984
155
$515K 0.14%
2,388
-907
156
$508K 0.14%
10,110
+574
157
$507K 0.14%
26,634
-2,048
158
$500K 0.13%
3,009
+920
159
$499K 0.13%
4,513
-25
160
$497K 0.13%
1,462
-690
161
$496K 0.13%
3,212
+268
162
$485K 0.13%
38,812
-11,033
163
$484K 0.13%
27,990
+5,097
164
$478K 0.13%
11,180
-1,631
165
$478K 0.13%
16,299
+723
166
$476K 0.13%
21,936
+518
167
$476K 0.13%
25,977
-14,465
168
$474K 0.13%
1,947
+248
169
$473K 0.13%
+3,176
170
$470K 0.13%
31,485
+1,809
171
$470K 0.13%
14,744
-5,304
172
$468K 0.13%
20,754
+1,079
173
$468K 0.13%
4,198
+81
174
$467K 0.13%
13,911
-11,644
175
$462K 0.12%
+4,551
5 6
7
8 9