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
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 7.55%
280,313
+695
2
$14.4M 6.53%
287,503
-65,523
3
$9.91M 4.49%
22,346
-3,010
4
$8.43M 3.82%
91,795
+15,853
5
$6.83M 3.1%
427,837
+84,697
6
$4.98M 2.26%
+59,325
7
$4.35M 1.97%
+127,692
8
$4.29M 1.94%
58,675
-5,340
9
$4.14M 1.88%
22,103
-1,244
10
$4.12M 1.87%
56,691
+1,448
11
$3.92M 1.78%
88,731
+76,536
12
$3.8M 1.72%
+79,818
13
$3.61M 1.64%
71,082
+29,683
14
$3.35M 1.52%
9,840
-1,319
15
$3.33M 1.51%
+70,616
16
$3.28M 1.49%
43,656
-358
17
$3.06M 1.39%
55,373
+32,624
18
$3.04M 1.38%
66,925
-14,004
19
$2.41M 1.09%
60,172
+1,247
20
$2.31M 1.05%
6,775
+203
21
$2.24M 1.02%
6,065
-9,367
22
$2.24M 1.01%
22,369
-47,585
23
$2.23M 1.01%
6,449
24
$2.19M 0.99%
26,944
+7,577
25
$2.1M 0.95%
49,630
-22,440
1
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