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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 5.87%
39,618
-2,086
2
$9.91M 5.24%
26,282
+3,051
3
$8.83M 4.67%
28,632
-3,884
4
$8.71M 4.6%
187,775
+80,074
5
$8.18M 4.32%
116,937
-65,722
6
$5.35M 2.83%
310,745
+9,816
7
$4.73M 2.5%
+51,682
8
$3.85M 2.04%
51,191
+48,532
9
$3.5M 1.85%
69,830
+2,854
10
$3.33M 1.76%
50,455
+16,155
11
$3.12M 1.65%
12,149
+2,443
12
$2.99M 1.58%
94,993
-2,037
13
$2.94M 1.55%
60,843
-16,169
14
$2.82M 1.49%
47,473
-40,578
15
$2.72M 1.44%
23,110
+8,482
16
$2.71M 1.43%
69,781
+1,648
17
$2.39M 1.26%
8,757
+6,376
18
$2.29M 1.21%
22,486
+6,844
19
$2.14M 1.13%
15,941
-5,937
20
$2.11M 1.11%
96,902
+2,232
21
$2.01M 1.06%
14,715
+8,134
22
$1.98M 1.05%
31,133
-22,864
23
$1.85M 0.98%
4,871
-4,541
24
$1.79M 0.95%
73,034
-81,588
25
$1.74M 0.92%
6,449
-500
1
2 3 4 5