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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$310K 0.11%
22,450
-13,640
202
$305K 0.11%
+17,525
203
$304K 0.11%
15,496
-9,801
204
$303K 0.11%
+10,143
205
$300K 0.11%
6,161
+52
206
$300K 0.11%
+1,748
207
$296K 0.11%
19,651
+2,670
208
$295K 0.11%
+1,429
209
$295K 0.11%
5,694
-10,332
210
$294K 0.1%
8,284
+681
211
$293K 0.1%
2,944
-457
212
$283K 0.1%
7,337
+224
213
$282K 0.1%
+5,890
214
$282K 0.1%
12,335
+2,097
215
$281K 0.1%
1,678
+238
216
$274K 0.1%
10,793
-15,201
217
$274K 0.1%
+14,390
218
$273K 0.1%
4,189
-2,419
219
$273K 0.1%
5,270
+980
220
$271K 0.1%
19,839
-9,844
221
$268K 0.1%
+4,585
222
$267K 0.1%
+2,160
223
$267K 0.1%
+2,951
224
$264K 0.09%
3,154
-17,045
225
$263K 0.09%
31,667
+5,800
7 8
9
10 11