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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.11%
1,769
-1,879
177
$285K 0.11%
11,068
+903
178
$279K 0.11%
25,867
+10,000
179
$276K 0.11%
+10,583
180
$275K 0.11%
+13,043
181
$274K 0.11%
+5,600
182
$274K 0.11%
+1,547
183
$272K 0.11%
4,824
+454
184
$271K 0.11%
4,290
-1,851
185
$266K 0.1%
+1,386
186
$264K 0.1%
1,440
-127
187
$264K 0.1%
+10,238
188
$263K 0.1%
12,679
-26,285
189
$260K 0.1%
15,255
+1,437
190
$256K 0.1%
26,198
+541
191
$255K 0.1%
2,211
-1,146
192
$254K 0.1%
11,481
+191
193
$252K 0.1%
2,643
+290
194
$252K 0.1%
19,468
195
$251K 0.1%
+16,981
196
$249K 0.1%
9,128
-896
197
$247K 0.1%
6,226
-1,575
198
$242K 0.09%
14,931
-3,370
199
$240K 0.09%
+2,393
200
$239K 0.09%
282
-219
6 7
8
9 10