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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$393K 0.11%
9,920
+1,609
202
$391K 0.11%
16,910
-376
203
$391K 0.11%
+6,734
204
$389K 0.1%
31,671
+814
205
$387K 0.1%
+3,851
206
$385K 0.1%
+11,807
207
$381K 0.1%
4,729
-83
208
$379K 0.1%
+6,713
209
$377K 0.1%
408
+110
210
$374K 0.1%
1,146
-1,546
211
$371K 0.1%
3,888
-9
212
$370K 0.1%
2,656
-1,407
213
$368K 0.1%
29,203
+454
214
$368K 0.1%
3,314
+470
215
$368K 0.1%
7,901
-19,744
216
$366K 0.1%
1,144
+45
217
$365K 0.1%
3,916
-27
218
$361K 0.1%
7,794
+2,492
219
$355K 0.1%
+19,524
220
$355K 0.1%
+42,919
221
$353K 0.1%
29,730
+296
222
$344K 0.09%
13,694
-1,104
223
$341K 0.09%
+2,695
224
$341K 0.09%
146
225
$337K 0.09%
4,690
-1,135
7 8
9
10 11