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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.09%
+1,815
202
$188K 0.08%
17,552
-10,666
203
$174K 0.07%
34,262
+7,288
204
$155K 0.07%
+13,581
205
$150K 0.06%
37,701
+200
206
$130K 0.06%
+11,012
207
$126K 0.05%
+11,136
208
$85K 0.04%
13,218
-5,713
209
$38.3K 0.02%
21,477
210
$20 ﹤0.01%
17,000
211
– –
-1,771
212
– –
-20,948
213
– –
-14,409
214
– –
-14,984
215
– –
-4,828
216
– –
-1,590
217
– –
-9,508
218
– –
-39,341
219
– –
-53,591
220
– –
-14,673
221
– –
-58,879
222
– –
-14,194
223
– –
-11,680
224
– –
-3,348
225
– –
-10,027
7 8
9
10 11