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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.11%
+4,946
177
$259K 0.11%
+3,760
178
$259K 0.11%
3,365
+620
179
$257K 0.11%
4,238
-5,162
180
$256K 0.11%
3,024
+157
181
$253K 0.11%
38,570
+14,156
182
$253K 0.11%
+6,406
183
$252K 0.11%
7,127
+109
184
$250K 0.11%
5,578
-628
185
$249K 0.11%
898
+50
186
$246K 0.11%
+4,950
187
$245K 0.11%
2,584
-650
188
$240K 0.1%
+3,910
189
$233K 0.1%
+1,099
190
$231K 0.1%
+2,460
191
$224K 0.1%
+4,438
192
$212K 0.09%
+1,607
193
$212K 0.09%
1,118
-483
194
$212K 0.09%
+1,200
195
$211K 0.09%
2,659
-1,824
196
$209K 0.09%
1,725
+19
197
$202K 0.09%
4,752
-172
198
$201K 0.09%
4,397
-746
199
– –
-10,384
200
– –
-20,384
6 7
8
9 10