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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 7.14%
42,608
-3,988
2
$11.6M 5.42%
26,869
-211
3
$9.96M 4.66%
133,065
+2,971
4
$8.04M 3.77%
23,720
+1,728
5
$6.24M 2.92%
+123,023
6
$4.72M 2.21%
+88,155
7
$4.12M 1.93%
9,566
+111
8
$4.03M 1.89%
+196,415
9
$3.79M 1.78%
101,090
-6,218
10
$3.75M 1.76%
51,249
+996
11
$3.45M 1.61%
+71,508
12
$3.3M 1.55%
67,743
-414
13
$3.19M 1.49%
30,295
+444
14
$3.11M 1.46%
102,679
+19,832
15
$3.03M 1.42%
23,768
-2,435
16
$2.95M 1.38%
+31,285
17
$2.94M 1.37%
+55,846
18
$2.86M 1.34%
+50,218
19
$2.84M 1.33%
+33,286
20
$2.73M 1.28%
+23,743
21
$2.67M 1.25%
17,519
+92
22
$2.6M 1.22%
17,384
-1,091
23
$2.42M 1.13%
+47,896
24
$2.41M 1.13%
7,557
+4,420
25
$2.38M 1.11%
4,926
+328
1
2 3 4 5