TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$443K 0.13%
843
+251
177
$442K 0.13%
10,528
+1,353
178
$442K 0.13%
15,275
-6,953
179
$439K 0.13%
18,102
+9,466
180
$436K 0.13%
1,996
-490
181
$434K 0.13%
+15,576
182
$424K 0.13%
2,170
-3,301
183
$424K 0.13%
3,346
-1,192
184
$421K 0.13%
22,893
+2,704
185
$417K 0.13%
+19,675
186
$417K 0.13%
+2,069
187
$413K 0.12%
1,423
-370
188
$410K 0.12%
+29,244
189
$410K 0.12%
+5,424
190
$402K 0.12%
8,200
-1,120
191
$398K 0.12%
+28,682
192
$397K 0.12%
17,286
-270
193
$396K 0.12%
15,902
-2,623
194
$393K 0.12%
8,737
+2,840
195
$384K 0.12%
12,066
-5,450
196
$382K 0.11%
146
-304
197
$378K 0.11%
30,857
-24,617
198
$375K 0.11%
2,944
-537
199
$366K 0.11%
1,253
+26
200
$360K 0.11%
4,812
-266
6 7
8
9 10