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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 5.14%
239,979
-7,059
2
$10.4M 3.69%
228,959
+8,109
3
$9.34M 3.33%
16,241
+1,750
4
$8.54M 3.04%
82,003
+18
5
$7.48M 2.67%
99,604
+1,225
6
$6.81M 2.43%
187,209
+34,056
7
$6.43M 2.29%
108,652
+5,588
8
$5.82M 2.07%
321,675
-166,904
9
$5.67M 2.02%
25,686
-3,832
10
$5.25M 1.87%
59,536
+320
11
$4.99M 1.78%
98,315
-19,639
12
$4.86M 1.73%
96,707
+941
13
$4.41M 1.57%
7,638
-70
14
$4.21M 1.5%
46,358
-1,873
15
$4.21M 1.5%
9,780
+3,183
16
$4.2M 1.5%
8,599
+353
17
$3.93M 1.4%
32,320
+2,156
18
$3.68M 1.31%
15,809
+204
19
$3.03M 1.08%
385,190
+1,736
20
$3.01M 1.07%
18,335
+16,566
21
$2.93M 1.04%
6,357
+447
22
$2.69M 0.96%
14,996
-4,736
23
$2.68M 0.96%
84,287
+15,195
24
$2.55M 0.91%
68,531
+2,901
25
$2.4M 0.85%
40,254
-1,145
1
2 3 4 5