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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 7.89%
292,537
+12,224
2
$12.8M 5.83%
255,895
-31,608
3
$7.97M 3.62%
18,653
-3,693
4
$7.53M 3.42%
471,716
+43,879
5
$6.54M 2.97%
71,239
-20,556
6
$5.89M 2.67%
139,965
+51,234
7
$5.55M 2.52%
68,457
+9,132
8
$4.63M 2.1%
66,292
+9,601
9
$4.17M 1.89%
59,947
+1,272
10
$4.03M 1.83%
22,681
+578
11
$3.8M 1.72%
51,607
+7,951
12
$3.59M 1.63%
76,004
-3,814
13
$3.28M 1.49%
71,429
+813
14
$3.17M 1.44%
10,030
+190
15
$3.11M 1.41%
58,016
+2,643
16
$2.67M 1.21%
58,879
-8,046
17
$2.52M 1.15%
+88,067
18
$2.51M 1.14%
7,173
+398
19
$2.23M 1.01%
22,281
-88
20
$2.05M 0.93%
5,731
-334
21
$2.04M 0.92%
46,840
-2,790
22
$2M 0.91%
11,655
+4,133
23
$1.98M 0.9%
26,097
+19,340
24
$1.97M 0.89%
5,873
+54
25
$1.93M 0.88%
5,950
-499
1
2 3 4 5