TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.11%
5,172
+502
177
$261K 0.11%
+6,782
178
$259K 0.11%
+11,290
179
$258K 0.11%
+1,022
180
$255K 0.1%
19,468
-1,300
181
$252K 0.1%
9,940
-1,196
182
$248K 0.1%
+1,078
183
$247K 0.1%
10,165
-6,490
184
$247K 0.1%
4,636
+617
185
$245K 0.1%
+1,352
186
$245K 0.1%
+4,370
187
$245K 0.1%
+1,567
188
$245K 0.1%
+4,203
189
$242K 0.1%
5,131
+287
190
$241K 0.1%
13,818
+741
191
$241K 0.1%
+3,434
192
$241K 0.1%
+2,320
193
$240K 0.1%
+8,881
194
$235K 0.1%
3,766
+60
195
$232K 0.09%
5,660
+252
196
$226K 0.09%
17,032
197
$225K 0.09%
24,431
-2,998
198
$225K 0.09%
+8,465
199
$225K 0.09%
+2,353
200
$223K 0.09%
831
-97
6 7
8
9 10