TCM
Triumph Capital Management Portfolio holdings
AUM $300M
AUM
$300M
AUM Growth
+$8.03M (+3%)
Cap. Flow
+$35.4M
Cap. Flow % of AUM
11.8%
Top 10 Holdings %Top 10 Hldgs %
28.21%
Holding
304
New
31
Increased
152
Reduced
83
Closed
28
Top Buys
| 1 | $3.6M | |
| 2 | $2.65M | |
| 3 | $2.5M | |
| 4 | $1.95M | |
| 5 | $1.94M |
Top Sells
| 1 | $1.18M | |
| 2 | $1.13M | |
| 3 | $1.08M | |
| 4 | $870K | |
| 5 | $859K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $417K | 0.14% | 20,189 +1,187 | +6% | +$24.5K | |||
| $414K | 0.14% | 13,471 -998 | -7% | -$30.7K | |||
| $413K | 0.14% | 10,130 -2,621 | -21% | -$107K | |||
| $408K | 0.14% | 819 -1 | -0.1% | -$498 | |||
| $404K | 0.13% | 17,556 +3,573 | +26% | +$82.1K | |||
| $399K | 0.13% | 14,923 -764 | -5% | -$20.4K | |||
| $383K | 0.13% | 1,227 +87 | +8% | +$27.2K | |||
| $375K | 0.13% | 592 +32 | +6% | +$20.3K | |||
| $375K | 0.13% | 12,053 -1,244 | -9% | -$38.8K | |||
| $374K | 0.12% | 4,582 +222 | +5% | +$18.1K | |||
| $371K | 0.12% | 15,133 +1,605 | +12% | +$39.4K | |||
| $371K | 0.12% | 2,215 | New | +$371K | |||
| $360K | 0.12% | 4,126 +384 | +10% | +$33.6K | |||
| $355K | 0.12% | 2,328 | New | +$355K | |||
| $352K | 0.12% | 3,922 +403 | +11% | +$36.2K | |||
| $350K | 0.12% | 3,481 -180 | -5% | -$18.1K | |||
| $348K | 0.12% | 2,486 +105 | +4% | +$14.7K | |||
| $347K | 0.12% | 29,624 | – | – | |||
| $346K | 0.12% | 2,324 -325 | -12% | -$48.4K | |||
| $345K | 0.12% | 5,078 +12 | +0.2% | +$816 | |||
| $345K | 0.11% | 370 +86 | +30% | +$80.2K | |||
| $340K | 0.11% | 6,431 +105 | +2% | +$5.56K | |||
| $337K | 0.11% | 25,213 +374 | +2% | +$5K | |||
| $335K | 0.11% | 3,849 -46 | -1% | -$4K | |||
| $334K | 0.11% | 3,416 -563 | -14% | -$55.1K |
