TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$356K 0.11%
3,897
+250
202
$354K 0.11%
3,990
+138
203
$351K 0.11%
12,729
+1,647
204
$350K 0.11%
14,798
-125
205
$348K 0.1%
6,316
-1,358
206
$348K 0.1%
3,126
+50
207
$343K 0.1%
29,434
-190
208
$342K 0.1%
4,326
+404
209
$336K 0.1%
21,165
+2,216
210
$332K 0.1%
2,691
-4,699
211
$330K 0.1%
+1,227
212
$324K 0.1%
23,349
+859
213
$322K 0.1%
13,907
+3,151
214
$321K 0.1%
+8,750
215
$318K 0.1%
6,145
+2,214
216
$316K 0.09%
8,311
+2,342
217
$315K 0.09%
2,844
-46
218
$314K 0.09%
1,099
+6
219
$303K 0.09%
+2,089
220
$301K 0.09%
1,699
+37
221
$299K 0.09%
+7,740
222
$295K 0.09%
417
+7
223
$295K 0.09%
28,749
+2,692
224
$295K 0.09%
298
+18
225
$294K 0.09%
4,147
-926
7 8
9
10 11