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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 5.79%
28,267
+2,347
2
$8.69M 4.66%
95,040
+37,152
3
$8.68M 4.65%
+86,787
4
$7.05M 3.78%
26,479
-17,235
5
$6.4M 3.43%
127,270
+36,776
6
$6M 3.21%
100,986
+39,323
7
$5.5M 2.94%
327,314
+5,880
8
$4.63M 2.48%
64,497
+11,049
9
$4.57M 2.45%
+41,578
10
$4.1M 2.19%
23,493
+5,586
11
$3.62M 1.94%
46,723
+1,275
12
$3.27M 1.75%
43,582
-3,935
13
$3.2M 1.71%
55,525
-1,964
14
$3.14M 1.68%
30,926
+2,224
15
$3M 1.61%
77,628
+16,094
16
$2.86M 1.53%
11,946
+372
17
$2.47M 1.32%
61,935
-9,062
18
$2.44M 1.3%
7,351
-18,799
19
$2.41M 1.29%
7,792
-1,058
20
$1.94M 1.04%
6,449
21
$1.92M 1.03%
27,260
+20,724
22
$1.59M 0.85%
34,411
+26,788
23
$1.56M 0.84%
12,010
+1,723
24
$1.53M 0.82%
+50,505
25
$1.52M 0.82%
10,051
+371
1
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