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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 7.75%
45,020
+2,412
2
$12.2M 5.27%
25,656
-1,213
3
$12M 5.19%
141,723
+8,658
4
$9.39M 4.07%
25,859
+2,139
5
$5.38M 2.33%
106,554
-16,469
6
$4.81M 2.08%
10,078
+512
7
$4.45M 1.92%
83,522
-4,633
8
$4.35M 1.88%
214,080
+17,665
9
$4.2M 1.82%
55,223
+3,974
10
$3.87M 1.67%
99,039
-2,051
11
$3.79M 1.64%
117,441
+14,762
12
$3.69M 1.6%
69,805
+2,062
13
$3.51M 1.52%
15,670
+8,113
14
$3.47M 1.5%
33,266
+2,971
15
$3.3M 1.43%
+125,211
16
$2.93M 1.27%
16,834
-550
17
$2.87M 1.24%
5,549
+623
18
$2.85M 1.23%
54,958
+14,243
19
$2.72M 1.18%
52,859
-2,987
20
$2.6M 1.13%
47,161
-3,057
21
$2.58M 1.12%
43,229
+32,235
22
$2.52M 1.09%
22,105
-1,638
23
$2.29M 0.99%
45,899
-1,997
24
$2.28M 0.99%
13,165
-4,354
25
$2.27M 0.98%
6,740
+1,033
1
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