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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$205K 0.09%
5,166
+117
202
$205K 0.09%
+12,012
203
$203K 0.09%
1,792
-91
204
$203K 0.09%
4,432
-341
205
$202K 0.09%
+4,894
206
$193K 0.09%
13,574
207
$151K 0.07%
26,974
-38,366
208
$143K 0.06%
37,501
209
$132K 0.06%
+12,868
210
$125K 0.06%
10,027
-35,206
211
$114K 0.05%
18,931
+2,314
212
$100K 0.05%
+13,822
213
$40K 0.02%
21,477
+36
214
$12.7K 0.01%
861
+460
215
$11.5K 0.01%
2,716
216
$219 ﹤0.01%
17,000
217
– –
-15,372
218
– –
-1,555
219
– –
-4,155
220
– –
-6,801
221
– –
-6,950
222
– –
-2,141
223
– –
-1,251
224
– –
-3,607
225
– –
-19,214
7 8
9
10 11