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
$409M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.36M
3
+$3.89M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.41M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.89M

Top Sells

1
+$3.48M
2
+$2.78M
3
+$2.31M
4
CRWD icon
CrowdStrike
CRWD
+$1.41M
5
OXLC
Oxford Lane Capital
OXLC
+$1.34M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Consumer Discretionary 3.9%
4 Healthcare 2.54%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSIX
326
Power Solutions International
PSIX
$1.37B
$163K 0.04%
+1,662
QCOM icon
327
Qualcomm
QCOM
$187B
$163K 0.04%
+979
VFH icon
328
Vanguard Financials ETF
VFH
$13.2B
$163K 0.04%
1,241
-442
IEP icon
329
Icahn Enterprises
IEP
$4.74B
$161K 0.04%
19,145
+91
PM icon
330
Philip Morris
PM
$230B
$160K 0.04%
+987
WMT icon
331
Walmart
WMT
$917B
$160K 0.04%
+1,550
CALF icon
332
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.78B
$159K 0.04%
3,633
-1,742
OXLC
333
Oxford Lane Capital
OXLC
$1.45B
$158K 0.04%
9,350
-79,006
SPLV icon
334
Invesco S&P 500 Low Volatility ETF
SPLV
$7.45B
$158K 0.04%
+2,154
VOX icon
335
Vanguard Communication Services ETF
VOX
$5.96B
$158K 0.04%
+839
LOUP icon
336
Innovator Deepwater Frontier Tech ETF
LOUP
$160M
$157K 0.04%
+2,123
CORP icon
337
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.36B
$155K 0.04%
+1,573
ED icon
338
Consolidated Edison
ED
$34.9B
$153K 0.04%
+1,522
VTV icon
339
Vanguard Value ETF
VTV
$153B
$152K 0.04%
818
-392
IRT icon
340
Independence Realty Trust
IRT
$3.95B
$151K 0.04%
+9,242
V icon
341
Visa
V
$639B
$151K 0.04%
+443
FJAN icon
342
FT Vest US Equity Buffer ETF January
FJAN
$1.16B
$150K 0.04%
+3,000
BK icon
343
Bank of New York Mellon
BK
$79.5B
$149K 0.04%
+1,366
IDV icon
344
iShares International Select Dividend ETF
IDV
$6.43B
$147K 0.04%
+4,013
GLD icon
345
SPDR Gold Trust
GLD
$141B
$146K 0.04%
+410
SPMD icon
346
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$144K 0.04%
+2,524
JNK icon
347
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$144K 0.04%
+1,471
GAUG icon
348
FT Vest US Equity Moderate Buffer ETF August
GAUG
$307M
$142K 0.03%
+3,675
VV icon
349
Vanguard Large-Cap ETF
VV
$47.5B
$141K 0.03%
+458
CAT icon
350
Caterpillar
CAT
$282B
$140K 0.03%
+293
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