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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.11%
1,047
-435
177
$216K 0.11%
2,794
-230
178
$206K 0.11%
8,627
-2,334
179
$201K 0.11%
917
+19
180
$176K 0.09%
+19,399
181
$160K 0.08%
+18,382
182
$131K 0.07%
15,142
-9,665
183
$64K 0.03%
+55,809
184
$40K 0.02%
40,000
+38,275
185
$38K 0.02%
40,000
+38,800
186
$33K 0.02%
+35,000
187
$32K 0.02%
35,000
+30,562
188
$32K 0.02%
+40,000
189
$30K 0.02%
17,000
+12,603
190
$29K 0.02%
+14,493
191
$24K 0.01%
30,000
-17,462
192
$22K 0.01%
21,000
+19,795
193
$22K 0.01%
+30,000
194
$18K 0.01%
20,000
+15,248
195
$18K 0.01%
+20,000
196
$15K 0.01%
+20,000
197
$13K 0.01%
+15,000
198
$12K 0.01%
+15,000
199
$11K 0.01%
11,000
-10,854
200
$8K ﹤0.01%
10,000
+8,266
6 7
8
9 10