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
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.79M
3
+$2.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.11M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.52M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.41M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.28M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 6.54%
41,704
-3,316
2
$14.3M 6.18%
182,659
+40,936
3
$11.3M 4.88%
32,516
+6,657
4
$10.5M 4.54%
23,231
-2,425
5
$5.72M 2.48%
300,929
+86,849
6
$5.48M 2.37%
111,887
+56,929
7
$5.34M 2.31%
107,701
+24,179
8
$5.24M 2.27%
88,051
+44,822
9
$4.27M 1.85%
9,412
-666
10
$4.03M 1.75%
53,997
-1,226
11
$3.95M 1.71%
154,622
+29,411
12
$3.77M 1.63%
77,012
+31,113
13
$3.72M 1.61%
97,030
-2,009
14
$3.45M 1.49%
21,878
+8,542
15
$3.37M 1.46%
66,976
-39,578
16
$3.1M 1.34%
34,300
+1,034
17
$2.99M 1.3%
9,706
+2,966
18
$2.88M 1.25%
68,133
+19,217
19
$2.4M 1.04%
94,670
+82,805
20
$2.26M 0.98%
6,949
21
$2.23M 0.96%
44,695
+36,697
22
$2.19M 0.95%
13,774
+609
23
$2.11M 0.91%
+15,642
24
$2.02M 0.87%
+41,772
25
$1.91M 0.83%
+14,628
1
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