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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$255K 0.12%
+10,609
177
$250K 0.11%
2,484
-769
178
$249K 0.11%
5,052
179
$246K 0.11%
3,341
+88
180
$246K 0.11%
23,057
+5,401
181
$244K 0.11%
27,429
182
$243K 0.11%
4,214
+624
183
$234K 0.11%
+14,258
184
$232K 0.11%
+183
185
$227K 0.1%
3,900
+55
186
$221K 0.1%
11,680
+48
187
$220K 0.1%
6,459
+107
188
$220K 0.1%
17,032
189
$220K 0.1%
5,237
-642
190
$216K 0.1%
+18,610
191
$216K 0.1%
+3,183
192
$215K 0.1%
808
193
$214K 0.1%
+12,562
194
$214K 0.1%
23,720
-776
195
$213K 0.1%
22,520
+124
196
$212K 0.1%
3,837
+297
197
$211K 0.1%
+3,211
198
$209K 0.09%
5,403
+500
199
$209K 0.09%
5,145
200
$206K 0.09%
22,484
+1,954
6 7
8
9 10