TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 5.44%
272,913
+4,065
2
$10.5M 3.5%
239,623
+2,978
3
$9.03M 3.01%
16,137
+80
4
$8.45M 2.82%
82,513
+373
5
$8.07M 2.69%
137,806
+20,891
6
$7.8M 2.6%
106,248
+2,322
7
$7.22M 2.4%
215,421
+2,092
8
$6.6M 2.2%
130,308
+38,318
9
$5.49M 1.83%
111,775
+5,225
10
$5.19M 1.73%
106,396
+3,368
11
$5.09M 1.7%
59,837
+717
12
$4.95M 1.65%
24,807
-86
13
$4.2M 1.4%
46,853
+497
14
$3.65M 1.21%
16,414
+1,300
15
$3.64M 1.21%
7,770
-983
16
$3.6M 1.2%
+104,938
17
$3.51M 1.17%
9,359
+1,012
18
$3.26M 1.09%
103,926
+8,526
19
$3.26M 1.08%
17,115
+4,599
20
$3.11M 1.04%
5,846
-548
21
$3.03M 1.01%
5,399
-2,004
22
$2.94M 0.98%
27,120
+3,677
23
$2.68M 0.89%
29,451
+19,136
24
$2.65M 0.88%
+92,952
25
$2.5M 0.83%
+105,765
1
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