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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.7%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 6.36%
43,714
+4,096
2
$9.26M 5.04%
25,920
-362
3
$8.04M 4.38%
184,588
-3,187
4
$7.51M 4.09%
26,150
-2,482
5
$5.37M 2.92%
321,434
+10,689
6
$5.3M 2.89%
57,888
+6,206
7
$4.54M 2.47%
90,494
+20,664
8
$3.81M 2.08%
53,448
+2,257
9
$3.67M 2%
61,663
+14,190
10
$3.47M 1.89%
57,489
+7,034
11
$3.44M 1.87%
+45,448
12
$3.16M 1.72%
47,517
-69,420
13
$2.95M 1.61%
+17,907
14
$2.9M 1.58%
95,582
+589
15
$2.7M 1.47%
11,574
-575
16
$2.68M 1.46%
7,479
+2,608
17
$2.66M 1.45%
28,702
+6,216
18
$2.58M 1.41%
54,516
-6,327
19
$2.54M 1.38%
70,997
+1,216
20
$2.37M 1.29%
61,534
+50,534
21
$2.36M 1.29%
8,850
+93
22
$2.11M 1.15%
18,050
-5,060
23
$2.08M 1.13%
34,650
+3,517
24
$2.07M 1.13%
16,244
+303
25
$1.98M 1.08%
106,912
+10,010
1
2 3 4 5