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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$239K 0.11%
6,352
+216
177
$239K 0.11%
3,845
+5
178
$238K 0.11%
+3,718
179
$236K 0.11%
1,446
-98
180
$234K 0.11%
3,713
-216
181
$232K 0.11%
+24,670
182
$232K 0.11%
+17,032
183
$231K 0.1%
3,540
-86
184
$228K 0.1%
+6,801
185
$225K 0.1%
17,656
-25,179
186
$223K 0.1%
3,590
+100
187
$223K 0.1%
11,632
-25,090
188
$223K 0.1%
4,703
-404
189
$222K 0.1%
808
-15
190
$220K 0.1%
6,246
-41
191
$220K 0.1%
5,315
-43
192
$220K 0.1%
3,607
-1,330
193
$217K 0.1%
+3,132
194
$217K 0.1%
1,883
-21
195
$216K 0.1%
4,773
-248
196
$216K 0.1%
+9,564
197
$215K 0.1%
+27,429
198
$213K 0.1%
+5,145
199
$213K 0.1%
24,496
+4,317
200
$212K 0.1%
22,396
+4,192
6 7
8
9 10