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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.12%
+10,658
177
$219K 0.12%
9,066
+290
178
$218K 0.12%
2,684
+133
179
$218K 0.12%
+2,244
180
$214K 0.11%
4,807
-19,395
181
$213K 0.11%
+6,325
182
$212K 0.11%
+22,925
183
$211K 0.11%
2,458
-6,745
184
$209K 0.11%
+4,234
185
$209K 0.11%
+1,894
186
$208K 0.11%
32,393
-27,606
187
$207K 0.11%
+1,405
188
$206K 0.11%
4,129
-46
189
$206K 0.11%
1,887
-300
190
$206K 0.11%
+10,000
191
$204K 0.11%
4,991
-18,675
192
$199K 0.11%
5,755
-4,439
193
$193K 0.1%
7,476
-4,817
194
$176K 0.09%
+15,815
195
$175K 0.09%
14,711
+330
196
$162K 0.09%
+17,075
197
$159K 0.09%
+16,866
198
$147K 0.08%
+20,535
199
$145K 0.08%
+50,274
200
$133K 0.07%
+13,180
6 7
8
9 10