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

Top Buys

1
+$8.68M
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
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
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
– –
-54,516
208
– –
-11,482
209
– –
-14,807
210
– –
-3,104
211
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-6,039
212
– –
-6,706
213
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-7,368
214
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-6,608
215
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-14,176
216
– –
-7,021
217
– –
-2,674
218
– –
-7,025
219
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-29,005
220
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-3,191
221
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-6,263
222
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-6,129
223
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-12,061
224
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-21,584
225
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-4,952
6 7 8
9
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