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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$330K 0.11%
2,544
+17
202
$329K 0.11%
5,592
+293
203
$329K 0.11%
3,581
+524
204
$328K 0.11%
6,988
-1,273
205
$324K 0.11%
2,890
-180
206
$323K 0.11%
3,852
+292
207
$321K 0.11%
5,897
-2,202
208
$320K 0.11%
18,949
+1,719
209
$319K 0.11%
9,320
-580
210
$302K 0.1%
15,628
+1,388
211
$301K 0.1%
3,813
-926
212
$300K 0.1%
26,057
+1,793
213
$297K 0.1%
22,490
+1,862
214
$293K 0.1%
11,082
-11,357
215
$291K 0.1%
+35,417
216
$291K 0.1%
4,065
-17
217
$291K 0.1%
5,191
-1,107
218
$286K 0.1%
9,280
-8,730
219
$286K 0.1%
5,073
-110
220
$285K 0.1%
3,647
-350
221
$283K 0.09%
4,002
-90
222
$282K 0.09%
8,662
+717
223
$279K 0.09%
1,093
-3,362
224
$269K 0.09%
2,558
+194
225
$268K 0.09%
17,050
-475
7 8
9
10 11