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
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.24M
3
+$1.88M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.78M
5
MOMO
Hello Group
MOMO
+$1.48M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.55M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.43M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.77M

Sector Composition

1 Technology 7.62%
2 Financials 5.58%
3 Consumer Staples 2.2%
4 Communication Services 2.13%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 6.46%
265,678
-29,690
2
$9.95M 4.06%
197,271
-72,848
3
$8.87M 3.62%
205,117
+43,407
4
$8.53M 3.48%
490,004
-20,638
5
$7.8M 3.18%
78,940
+8,353
6
$7.17M 2.92%
13,722
-4,879
7
$6.67M 2.72%
92,514
+15,376
8
$5.57M 2.27%
26,736
-38
9
$5.38M 2.19%
96,409
+3,724
10
$4.79M 1.95%
57,279
-9,045
11
$4.64M 1.89%
94,719
+90,166
12
$4.15M 1.69%
48,776
-1,014
13
$3.5M 1.43%
21,383
+2,432
14
$3.45M 1.41%
6,577
+4,268
15
$3.43M 1.4%
162,436
+12,570
16
$3.03M 1.23%
32,947
-26,439
17
$2.85M 1.16%
28,492
-11,152
18
$2.82M 1.15%
48,896
+7,661
19
$2.75M 1.12%
6,488
-745
20
$2.62M 1.07%
362,385
+72,142
21
$2.58M 1.05%
6,129
-407
22
$2.54M 1.03%
5,702
+64
23
$2.42M 0.99%
45,304
+24,396
24
$2.34M 0.95%
13,750
+6,195
25
$2.33M 0.95%
72,153
+38,016
1
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