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
$463M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.25M
3
+$4.16M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
WFC icon
Wells Fargo
WFC
+$3.2M

Top Sells

1
+$4.19M
2
+$2.67M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.51M
5
PLTR icon
Palantir
PLTR
+$1.2M

Sector Composition

1 Technology 10.28%
2 Financials 8.08%
3 Consumer Discretionary 3.76%
4 Healthcare 1.81%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
351
American Express
AXP
$207B
$155K 0.03%
+418
VT icon
352
Vanguard Total World Stock ETF
VT
$61.7B
$154K 0.03%
+1,094
SPLV icon
353
Invesco S&P 500 Low Volatility ETF
SPLV
$8.14B
$154K 0.03%
+2,154
CSCO icon
354
Cisco
CSCO
$311B
$152K 0.03%
+1,978
LVHI icon
355
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.4B
$152K 0.03%
+4,133
O icon
356
Realty Income
O
$60.6B
$152K 0.03%
+2,694
SPMD icon
357
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$149K 0.03%
+2,579
BLK icon
358
Blackrock
BLK
$149B
$149K 0.03%
+139
F icon
359
Ford
F
$48.5B
$149K 0.03%
+11,339
MSI icon
360
Motorola Solutions
MSI
$76.3B
$147K 0.03%
+384
GEV icon
361
GE Vernova
GEV
$213B
$145K 0.03%
+222
VV icon
362
Vanguard Large-Cap ETF
VV
$46.5B
$144K 0.03%
+458
ED icon
363
Consolidated Edison
ED
$40.6B
$143K 0.03%
+1,441
ALLY icon
364
Ally Financial
ALLY
$11.7B
$142K 0.03%
+3,133
MA icon
365
Mastercard
MA
$466B
$142K 0.03%
+248
COWG icon
366
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.23B
$142K 0.03%
+4,021
FBRT
367
Franklin BSP Realty Trust
FBRT
$756M
$141K 0.03%
14,100
-1,400
NKE icon
368
Nike
NKE
$84.4B
$141K 0.03%
2,213
-926
HDV
369
iShares Core High Dividend ETF
HDV
$13.3B
$141K 0.03%
+1,158
STRT icon
370
STRATTEC Security
STRT
$336M
$139K 0.03%
+1,828
VO icon
371
Vanguard Mid-Cap ETF
VO
$93.4B
$138K 0.03%
+476
CORP icon
372
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.49B
$135K 0.03%
+1,381
JVAL icon
373
JPMorgan US Value Factor ETF
JVAL
$670M
$132K 0.03%
+2,687
TUR icon
374
iShares MSCI Turkey ETF
TUR
$315M
$132K 0.03%
+3,824
CION icon
375
CION Investment
CION
$411M
$131K 0.03%
13,563
-856
13 14
15
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