TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+7.51%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$32.9M
(+11%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
26.71%
Holding
316
New
40
Increased
126
Reduced
104
Closed
30
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.61M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.56M |
| 3 |
Vanguard Core Plus Bond ETF
VPLS
|
$2.27M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.19M |
| 5 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
$2.06M |
Top Sells
Sector Composition
| 1 | Technology | 10.38% |
| 2 | Financials | 7.23% |
| 3 | Consumer Discretionary | 4.17% |
| 4 | Healthcare | 2.61% |
| 5 | Communication Services | 1.98% |
