TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
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
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
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
+$2M

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
– –
-43,530
207
– –
-2,584
208
– –
-5,174
209
– –
-22,744
210
– –
-31,942
211
– –
-1,249
212
– –
-4,950
213
– –
-44,459
214
– –
-29,085
215
– –
-1,099
216
– –
-38,570
217
– –
-20,188
218
– –
-7,409
219
– –
-13,774
220
– –
-7,966
221
– –
-3,436
222
– –
-4,238
223
– –
-2,554
224
– –
-2,015
225
– –
-56,555
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