TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$333M
AUM Growth
+$32.9M
(+11%)
Holding
316
Top Buys
| 1 | +$2.61M | |
| 2 | +$2.56M | |
| 3 | +$2.27M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.19M |
| 5 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
+$2.06M |
Top Sells
| 1 | +$2.65M | |
| 2 | +$2.5M | |
| 3 | +$1.95M | |
| 4 |
Celsius Holdings
CELH
|
+$1.33M |
| 5 |
Microsoft
MSFT
|
+$1.24M |
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 | |
|---|---|---|---|---|---|---|
301
KKR & Co
KKR
$105B
| – | – |
-7,370
|
|
||
302
VanEck Mortgage REIT Income ETF
MORT
$316M
| – | – |
-13,013
|
|
||
303
Marine Products Corp
MPX
$303M
| – | – |
-11,771
|
|
||
304
Innovator Growth-100 Power Buffer ETF July
NJUL
$260M
| – | – |
-32,485
|
|
||
305
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
| – | – |
-2,069
|
|
||
306
Blue Owl Capital
OWL
$10.5B
| – | – |
-41,000
|
|
||
307
iShares Global REIT ETF
REET
$3.89B
| – | – |
-9,680
|
|
||
308
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$343M
| – | – |
-15,133
|
|
||
309
Sprouts Farmers Market
SFM
$10.9B
| – | – |
-2,328
|
|
||
310
Skywest
SKYW
$4B
| – | – |
-4,126
|
|
||
311
Synchrony
SYF
$25.8B
| – | – |
-6,431
|
|
||
312
Trinity Capital
TRIN
$1.04B
| – | – |
-28,719
|
|
||
313
GE Vernova
GEV
$163B
| – | – |
-1,415
|
|
||
|
FEBM
314
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$53.8M
| – | – |
-92,952
|
|
||
|
ATSG
315
DELISTED
Air Transport Services Group
ATSG
| – | – |
-9,800
|
|
||
|
ZFEB
316
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$124M
| – | – |
-105,765
|
|