TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+5.37%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$8.92M
(+4.8%)
Cap. Flow
+$282K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
42.67%
Holding
243
New
36
Increased
57
Reduced
94
Closed
51
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.62M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.55M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$3.14M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.75M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.69M |
Sector Composition
| 1 | Technology | 8.23% |
| 2 | Financials | 6.63% |
| 3 | Healthcare | 2.17% |
| 4 | Communication Services | 1.9% |
| 5 | Consumer Staples | 1.8% |
