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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$239K 0.09%
1,690
+13
202
$239K 0.09%
+7,113
203
$238K 0.09%
4,490
-1,814
204
$237K 0.09%
24,366
-65
205
$235K 0.09%
+19,618
206
$233K 0.09%
16,932
-100
207
$232K 0.09%
12,767
-47,599
208
$231K 0.09%
4,086
+177
209
$231K 0.09%
+4,606
210
$231K 0.09%
865
+34
211
$230K 0.09%
1,515
+151
212
$230K 0.09%
5,681
+21
213
$229K 0.09%
7,603
-2,337
214
$228K 0.09%
4,263
+60
215
$227K 0.09%
1,022
216
$224K 0.09%
6,657
+549
217
$215K 0.08%
3,402
-32
218
$215K 0.08%
2,808
-961
219
$214K 0.08%
+8,889
220
$212K 0.08%
+6,027
221
$211K 0.08%
5,369
-1,413
222
$210K 0.08%
+30,761
223
$210K 0.08%
+3,160
224
$209K 0.08%
1,141
-211
225
$207K 0.08%
6,000
-30,000
7 8
9
10 11