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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$364K 0.13%
15,209
+2,166
177
$363K 0.13%
2,243
-1,370
178
$361K 0.13%
15,390
-2,824
179
$360K 0.13%
1,705
-343
180
$352K 0.13%
12,399
-733
181
$350K 0.12%
29,032
-19,016
182
$348K 0.12%
25,081
-356
183
$348K 0.12%
+1,955
184
$347K 0.12%
1,719
-2,260
185
$342K 0.12%
5,516
-4,430
186
$339K 0.12%
+11,464
187
$338K 0.12%
5,132
-7,210
188
$338K 0.12%
8,928
+203
189
$334K 0.12%
+3,926
190
$331K 0.12%
12,375
+1,792
191
$329K 0.12%
+6,597
192
$324K 0.12%
11,283
+228
193
$323K 0.12%
+2,306
194
$322K 0.11%
+6,307
195
$322K 0.11%
1,890
+200
196
$320K 0.11%
28,426
+8,808
197
$320K 0.11%
+1,467
198
$320K 0.11%
+3,826
199
$317K 0.11%
997
+445
200
$312K 0.11%
+11,822
6 7
8
9 10