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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.84M

Top Sells

1
+$7.27M
2
+$6.11M
3
+$4.77M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.96M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$115K 0.06%
11,329
+692
202
$106K 0.06%
+15,663
203
$33.5K 0.02%
21,441
+2,600
204
– –
0
205
$6.84K ﹤0.01%
57,000
+40,000
206
– –
0
207
– –
-3,647
208
– –
-54,516
209
– –
-11,482
210
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-2,618
211
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-6,691
212
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-9,043
213
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-25,070
214
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-11,777
215
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-39,996
216
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-11,013
217
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-400
218
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219
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220
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-34,510
221
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-2,377
222
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-12,554
223
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224
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225
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-3,104
6 7 8
9
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