TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.1%
+729
177
$205K 0.1%
+5,873
178
$204K 0.1%
9,952
-2,613
179
$204K 0.1%
+5,133
180
$202K 0.09%
2,679
181
$201K 0.09%
+1,189
182
$181K 0.08%
+18,788
183
$170K 0.08%
+10,154
184
$138K 0.06%
+23,035
185
$136K 0.06%
+10,975
186
$92K 0.04%
+10,886
187
$56K 0.03%
+15,524
188
$28K 0.01%
+267
189
$28K 0.01%
+18,842
190
– –
-3,066
191
– –
-10,326
192
– –
-22,000
193
– –
-29,509
194
– –
-3,245
195
– –
-8,714
196
– –
-2,202
197
– –
-1,311
198
– –
-6,833
199
– –
-4,766
200
– –
-14,792
5 6 7
8
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