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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$235K 0.1%
27,429
177
$234K 0.1%
13,856
+1,294
178
$233K 0.1%
24,222
+1,738
179
$233K 0.1%
3,456
+273
180
$233K 0.1%
+928
181
$232K 0.1%
+580
182
$231K 0.1%
16,937
-16,793
183
$226K 0.1%
13,077
+1,065
184
$225K 0.1%
2,640
-1,186
185
$225K 0.1%
6,311
-6,857
186
$225K 0.1%
4,553
-2,092
187
$221K 0.09%
25,480
+1,760
188
$221K 0.09%
5,408
+242
189
$221K 0.09%
5,000
-145
190
$219K 0.09%
17,032
191
$218K 0.09%
5,197
-40
192
$217K 0.09%
+10,713
193
$217K 0.09%
+2,786
194
$215K 0.09%
+6,276
195
$213K 0.09%
+3,165
196
$212K 0.09%
+4,670
197
$208K 0.09%
5,544
-14,272
198
$208K 0.09%
13,574
199
$207K 0.09%
+446
200
$203K 0.09%
+1,493
6 7
8
9 10