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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.76M
3
+$4.06M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.46M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.99M

Top Sells

1
+$1.47M
2
+$1.1M
3
+$887K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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