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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$4.73M
3
+$4.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.29M
5
FDX icon
FedEx
FDX
+$4.27M

Top Sells

1
+$4.83M
2
+$3.18M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.04M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
+17,500
202
$7K ﹤0.01%
+10,000
203
$1K ﹤0.01%
11,000
+3,681
204
$1K ﹤0.01%
32,000
+12,658
205
– –
-1,607
206
– –
-44,459
207
– –
-29,085
208
– –
-1,099
209
– –
-43,530
210
– –
-2,584
211
– –
-5,174
212
– –
-22,744
213
– –
-31,942
214
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-38,570
215
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-20,188
216
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-7,409
217
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-13,774
218
– –
-7,966
219
– –
-3,436
220
– –
-4,238
221
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-2,554
222
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-2,015
223
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-56,555
224
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-4,547
225
– –
-12,990
6 7 8
9
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