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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.1%
+1,408
202
$209K 0.09%
4,903
-62
203
$205K 0.09%
1,555
+221
204
$205K 0.09%
20,530
+1,560
205
$205K 0.09%
969
-800
206
$204K 0.09%
5,049
+44
207
$204K 0.09%
+7,587
208
$201K 0.09%
11,140
-2,039
209
$193K 0.09%
+11,609
210
$162K 0.07%
+17,511
211
$160K 0.07%
4,731
212
$139K 0.06%
16,617
-7,042
213
$127K 0.06%
+37,501
214
$106K 0.05%
+5,408
215
$86.8K 0.04%
+13,625
216
$43.4K 0.02%
21,441
217
$15.5K 0.01%
+2,716
218
$8.4K ﹤0.01%
+401
219
$2.59K ﹤0.01%
17,000
220
– –
-3,396
221
– –
-1,127
222
– –
-9,985
223
– –
-49,666
224
– –
-25,042
225
– –
-64,268
7 8
9
10 11