TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-11,139
202
– –
-10,509
203
– –
-17,500
204
– –
-5,187
205
– –
-35,000
206
– –
-526
207
– –
-17,000
208
– –
-20,000
209
– –
-11,241
210
– –
-26,503
211
– –
-15,000
212
– –
-3,648
213
– –
-38,138
214
– –
-30,000
215
– –
-15,000
216
– –
-10,000
217
– –
-18,382
218
– –
-2,496
219
– –
-6,672
220
– –
-23,413
221
– –
-19,399
222
– –
-917
223
– –
-14,768
224
– –
-4,003
225
– –
-24,493
6 7 8
9
10