TCM
Triumph Capital Management Portfolio holdings
AUM $300M
AUM
$300M
AUM Growth
+$8.03M (+3%)
Cap. Flow
+$35.4M
Cap. Flow % of AUM
11.8%
Top 10 Holdings %Top 10 Hldgs %
28.21%
Holding
304
New
31
Increased
152
Reduced
83
Closed
28
Top Buys
| 1 | $3.6M | |
| 2 | $2.65M | |
| 3 | $2.5M | |
| 4 | $1.95M | |
| 5 | $1.94M |
Top Sells
| 1 | $1.18M | |
| 2 | $1.13M | |
| 3 | $1.08M | |
| 4 | $870K | |
| 5 | $859K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $330K | 0.11% | 2,544 +17 | +0.7% | +$2.21K | |||
| $329K | 0.11% | 5,592 +293 | +6% | +$17.3K | |||
| $329K | 0.11% | 3,581 +524 | +17% | +$48.1K | |||
| $328K | 0.11% | 6,988 -1,273 | -15% | -$59.8K | |||
| $324K | 0.11% | 2,890 -180 | -6% | -$20.2K | |||
| $323K | 0.11% | 3,852 +292 | +8% | +$24.5K | |||
| $321K | 0.11% | 5,897 -2,202 | -27% | -$120K | |||
| $320K | 0.11% | 18,949 +1,719 | +10% | +$29.1K | |||
| $319K | 0.11% | 9,320 -580 | -6% | -$19.9K | |||
| $302K | 0.1% | 15,628 +1,388 | +10% | +$26.8K | |||
| $301K | 0.1% | 3,813 -926 | -20% | -$73K | |||
| $300K | 0.1% | 26,057 +1,793 | +7% | +$20.7K | |||
| $297K | 0.1% | 22,490 +1,862 | +9% | +$24.6K | |||
| $293K | 0.1% | 11,082 -11,357 | -51% | -$300K | |||
| $291K | 0.1% | 35,417 | New | +$291K | |||
| $291K | 0.1% | 4,065 -17 | -0.4% | -$1.22K | |||
| $291K | 0.1% | 5,191 -1,107 | -18% | -$62K | |||
| $286K | 0.1% | 9,280 -8,730 | -48% | -$269K | |||
| $286K | 0.1% | 5,073 -110 | -2% | -$6.19K | |||
| $285K | 0.1% | 3,647 -350 | -9% | -$27.4K | |||
| $283K | 0.09% | 4,002 -90 | -2% | -$6.37K | |||
| $282K | 0.09% | 8,662 +717 | +9% | +$23.3K | |||
| $279K | 0.09% | 1,093 -3,362 | -75% | -$859K | |||
| $269K | 0.09% | 2,558 +194 | +8% | +$20.4K | |||
| $268K | 0.09% | 17,050 -475 | -3% | -$7.46K |
