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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 3.57%
220,716
-38,625
2
$10.2M 2.75%
229,095
-12,428
3
$9.11M 2.46%
135,470
-9,151
4
$8.53M 2.3%
91,042
+41,532
5
$8.28M 2.23%
111,347
+2,214
6
$8.06M 2.18%
212,111
-15,809
7
$7.05M 1.9%
10,577
-4,177
8
$6.9M 1.86%
136,061
+4,822
9
$6.86M 1.85%
11,434
-985
10
$6.64M 1.79%
9,927
+323
11
$6.53M 1.76%
150,491
+102,692
12
$6.53M 1.76%
131,094
+15,317
13
$6.21M 1.68%
53,192
-29,775
14
$5.68M 1.53%
30,463
-9
15
$5.63M 1.52%
58,333
-3,175
16
$5.63M 1.52%
113,769
+3,872
17
$4.97M 1.34%
20,531
-5,302
18
$4.92M 1.33%
62,757
+55,608
19
$4.71M 1.27%
52,699
+8,519
20
$4.55M 1.23%
118,671
-607
21
$4.44M 1.2%
20,242
+3,103
22
$4.38M 1.18%
22,534
+356
23
$4.37M 1.18%
121,190
+10,887
24
$4.09M 1.1%
16,057
-4,997
25
$3.85M 1.04%
7,660
+877
1
2 3 4 5