TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+4.17%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
+$17.5M
(+8.2%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
4.72%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
239
New
50
Increased
78
Reduced
77
Closed
29
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$3.3M |
| 2 |
Aon
AON
|
$2.09M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.93M |
| 4 |
Sea Limited
SE
|
$1.82M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 6.38% |
| 2 | Financials | 5.61% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Communication Services | 2.32% |
| 5 | Consumer Staples | 2.26% |
