TCM

Triumph Capital Management Portfolio holdings

AUM $371M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$223K 0.09%
1,364
-129
202
$221K 0.09%
3,048
-451
203
$215K 0.09%
520
-140
204
$215K 0.09%
13,973
-74,957
205
$214K 0.09%
1,041
-531
206
$212K 0.09%
13,574
207
$212K 0.09%
+6,108
208
$212K 0.09%
2,705
-81
209
$210K 0.09%
+1,677
210
$208K 0.08%
+1,097
211
$198K 0.08%
20,075
+3,138
212
$194K 0.08%
42,991
+8,729
213
$193K 0.08%
17,386
-12,920
214
$162K 0.07%
+15,867
215
$160K 0.07%
13,794
+213
216
$146K 0.06%
20,178
+2,626
217
$145K 0.06%
26,472
-55,937
218
$74.6K 0.03%
12,021
-1,197
219
$41K 0.02%
21,479
+2
220
$20.6K 0.01%
14,137
-207,273
221
$3 ﹤0.01%
17,000
222
– –
-864
223
– –
-4,096
224
– –
-580
225
– –
-1,964
7 8
9
10 11