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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 7.48%
295,368
+2,831
2
$13.6M 5.79%
270,119
+14,224
3
$8.84M 3.75%
18,601
-52
4
$8.61M 3.65%
510,642
+38,926
5
$7.21M 3.06%
161,710
+21,745
6
$6.36M 2.7%
70,587
+2,130
7
$5.67M 2.41%
77,138
+10,846
8
$5.43M 2.3%
59,386
-11,853
9
$5.37M 2.28%
26,774
+4,093
10
$5.16M 2.19%
66,324
+6,377
11
$4.81M 2.04%
156,414
+68,347
12
$4.79M 2.03%
92,685
+21,256
13
$3.99M 1.69%
49,790
-1,817
14
$3.97M 1.69%
39,644
+17,363
15
$3.17M 1.35%
+149,866
16
$2.89M 1.23%
290,243
+113,953
17
$2.79M 1.18%
18,951
+8,299
18
$2.72M 1.15%
7,233
-2,797
19
$2.5M 1.06%
16,946
+7,914
20
$2.33M 0.99%
6,536
-637
21
$2.31M 0.98%
5,638
-93
22
$2.28M 0.97%
41,235
-16,781
23
$2.22M 0.94%
8,920
+2,478
24
$2.17M 0.92%
5,755
-118
25
$2.04M 0.87%
116,639
+5,260
1
2 3 4 5