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
$256M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.28M
3
+$1.67M
4
NVDA icon
NVIDIA
NVDA
+$1.33M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.26M

Top Sells

1
+$4M
2
+$2.33M
3
+$2.2M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.85M
5
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$1.5M

Sector Composition

1 Technology 10.02%
2 Financials 7.6%
3 Healthcare 3.1%
4 Consumer Discretionary 2.42%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 5.77%
247,038
-18,640
2
$9.51M 3.71%
220,850
+15,733
3
$8.48M 3.31%
488,579
-1,425
4
$7.95M 3.11%
81,985
+3,045
5
$7.91M 3.09%
14,491
+769
6
$7.09M 2.77%
98,379
+5,865
7
$5.99M 2.34%
29,518
+2,782
8
$5.95M 2.32%
117,954
-79,317
9
$5.64M 2.2%
103,064
+6,655
10
$5.11M 2%
153,153
+121,854
11
$4.8M 1.88%
59,216
+1,937
12
$4.66M 1.82%
95,766
+1,047
13
$4.22M 1.65%
7,708
+1,131
14
$4.05M 1.58%
48,231
-545
15
$3.96M 1.55%
8,246
+2,544
16
$3.73M 1.46%
30,164
+10,734
17
$3.37M 1.32%
19,732
-1,651
18
$3.29M 1.28%
15,605
+1,855
19
$3.04M 1.19%
144,308
-18,128
20
$2.95M 1.15%
6,597
+109
21
$2.53M 0.99%
383,454
+21,069
22
$2.4M 0.94%
5,910
-219
23
$2.35M 0.92%
41,399
-7,497
24
$2.28M 0.89%
+78,598
25
$2.16M 0.84%
5,511
+614
1
2 3 4 5