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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$417K 0.14%
20,189
+1,187
177
$414K 0.14%
13,471
-998
178
$413K 0.14%
10,130
-2,621
179
$408K 0.14%
819
-1
180
$404K 0.13%
17,556
+3,573
181
$399K 0.13%
14,923
-764
182
$383K 0.13%
1,227
+87
183
$375K 0.13%
592
+32
184
$375K 0.13%
12,053
-1,244
185
$374K 0.12%
4,582
+222
186
$371K 0.12%
15,133
+1,605
187
$371K 0.12%
+2,215
188
$360K 0.12%
4,126
+384
189
$355K 0.12%
+2,328
190
$352K 0.12%
3,922
+403
191
$350K 0.12%
3,481
-180
192
$348K 0.12%
2,486
+105
193
$347K 0.12%
29,624
194
$346K 0.12%
2,324
-325
195
$345K 0.12%
5,078
+12
196
$345K 0.11%
3,700
+860
197
$340K 0.11%
6,431
+105
198
$337K 0.11%
25,213
+374
199
$335K 0.11%
3,849
-46
200
$334K 0.11%
3,416
-563
6 7
8
9 10