TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+4.95%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$25M
(+13%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
7.92%
Top 10 Holdings %
Top 10 Hldgs %
35.4%
Holding
258
New
68
Increased
63
Reduced
87
Closed
34
Top Buys
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$4.76M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$4.29M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.46M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.29M |
| 5 |
Consumers Staples Select Sector SPDR Fund
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% |
