TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 4.66%
259,341
-13,572
2
$10.6M 3.18%
241,523
+1,900
3
$9.12M 2.74%
82,967
+454
4
$9.12M 2.74%
14,754
-1,383
5
$9.07M 2.72%
144,621
+6,815
6
$8.04M 2.41%
227,920
+12,499
7
$8.04M 2.41%
109,133
+2,885
8
$6.85M 2.06%
12,419
+4,649
9
$6.65M 2%
131,239
+931
10
$5.96M 1.79%
9,604
+4,205
11
$5.7M 1.71%
115,777
+4,002
12
$5.66M 1.7%
61,508
+1,671
13
$5.57M 1.67%
25,833
+1,026
14
$5.44M 1.63%
109,897
+3,501
15
$4.81M 1.45%
30,472
+3,352
16
$4.5M 1.35%
49,510
+2,657
17
$4.35M 1.3%
119,278
+14,340
18
$4.32M 1.3%
21,054
+4,640
19
$4.05M 1.22%
22,178
+11,964
20
$3.9M 1.17%
44,180
+14,729
21
$3.76M 1.13%
17,139
+24
22
$3.7M 1.11%
110,303
+6,377
23
$3.41M 1.02%
6,860
-2,499
24
$3.29M 0.99%
6,783
+937
25
$2.74M 0.82%
77,550
+6,675
1
2 3 4 5