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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.1%
2,555
-1,148
177
$238K 0.1%
10,384
-825
178
$236K 0.1%
6,447
+67
179
$234K 0.1%
12,750
-18,200
180
$232K 0.1%
+6,443
181
$232K 0.1%
2,745
+142
182
$231K 0.1%
4,066
-1,006
183
$230K 0.1%
+1,980
184
$228K 0.1%
3,463
-425
185
$227K 0.1%
3,801
-975
186
$226K 0.1%
+1,706
187
$226K 0.1%
+7,831
188
$226K 0.1%
2,437
-28,848
189
$223K 0.1%
1,540
-160
190
$220K 0.1%
5,143
+334
191
$220K 0.1%
2,610
-69
192
$220K 0.1%
624
-288
193
$219K 0.09%
1,473
-51
194
$217K 0.09%
4,234
+59
195
$213K 0.09%
+7,050
196
$208K 0.09%
+1,458
197
$205K 0.09%
+878
198
$202K 0.09%
+6,965
199
$202K 0.09%
+5,573
200
$202K 0.09%
934
-417
6 7
8
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