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
SAFT icon
426
Safety Insurance
SAFT
$1.1B
$108K 0.02%
+1,383
GOF icon
427
Guggenheim Strategic Opportunities Fund
GOF
$2.3B
$107K 0.02%
+8,285
EFAV icon
428
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.52B
$107K 0.02%
+1,237
STIP icon
429
iShares 0-5 Year TIPS Bond ETF
STIP
$14.2B
$106K 0.02%
+1,034
ABT icon
430
Abbott
ABT
$190B
$105K 0.02%
+836
BKLC icon
431
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.13B
$105K 0.02%
+800
HR icon
432
Healthcare Realty
HR
$6.42B
$103K 0.02%
6,093
-8,118
VICI icon
433
VICI Properties
VICI
$31.7B
$103K 0.02%
3,655
-8,152
CVLC icon
434
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$702M
$103K 0.02%
+1,220
INDA icon
435
iShares MSCI India ETF
INDA
$8.86B
$102K 0.02%
+1,896
AUGM
436
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$36.7M
$102K 0.02%
+3,000
KXI icon
437
iShares Global Consumer Staples ETF
KXI
$989M
$101K 0.02%
+1,563
PRU icon
438
Prudential Financial
PRU
$33.8B
$100K 0.02%
+889
VUG icon
439
Vanguard Growth ETF
VUG
$194B
$98.1K 0.02%
+201
GE icon
440
GE Aerospace
GE
$339B
$96.7K 0.02%
+314
KMB icon
441
Kimberly-Clark
KMB
$34.7B
$96.2K 0.02%
+953
TRIN icon
442
Trinity Capital
TRIN
$1.24B
$96.1K 0.02%
+6,559
JMST icon
443
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.17B
$96K 0.02%
+1,885
CRDO icon
444
Credo Technology Group
CRDO
$20.3B
$95.7K 0.02%
+665
IYY icon
445
iShares Dow Jones US ETF
IYY
$2.7B
$95K 0.02%
+573
SCHX icon
446
Schwab US Large- Cap ETF
SCHX
$62.9B
$94.7K 0.02%
+3,518
LRNZ icon
447
TrueShares Technology AI & Deep Learning ETF
LRNZ
$29M
$94.3K 0.02%
+1,979
NOC icon
448
Northrop Grumman
NOC
$107B
$94.2K 0.02%
+165
EPR icon
449
EPR Properties
EPR
$4.38B
$93.9K 0.02%
1,881
-4,853
NVS icon
450
Novartis
NVS
$306B
$93.2K 0.02%
+676
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