TCM

Triumph Capital Management Portfolio holdings

AUM $333M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 9.88%
+46,596
2
$11.8M 6.9%
+27,080
3
$10M 5.85%
+130,094
4
$7.68M 4.49%
+21,992
5
$4.14M 2.42%
+9,455
6
$3.92M 2.29%
+107,308
7
$3.75M 2.19%
+50,253
8
$3.37M 1.97%
+26,203
9
$3.24M 1.89%
+68,157
10
$3.11M 1.82%
+29,851
11
$2.83M 1.65%
+18,475
12
$2.72M 1.59%
+17,427
13
$2.58M 1.51%
+82,847
14
$2.32M 1.35%
+12,580
15
$2.23M 1.3%
+4,598
16
$2.17M 1.27%
+101,888
17
$2.17M 1.27%
+42,704
18
$1.92M 1.12%
+16,243
19
$1.9M 1.11%
+39,566
20
$1.79M 1.04%
+11,838
21
$1.75M 1.03%
+33,897
22
$1.75M 1.02%
+6,189
23
$1.4M 0.82%
+20,615
24
$1.38M 0.8%
+11,878
25
$1.35M 0.79%
+24,365
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