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
$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
FRO icon
451
Frontline
FRO
$8.25B
$93.1K 0.02%
+4,267
SYK icon
452
Stryker
SYK
$117B
$93K 0.02%
+265
TDVI icon
453
FT Vest Technology Dividend Target Income ETF
TDVI
$443M
$92.7K 0.02%
+3,343
RY icon
454
Royal Bank of Canada
RY
$250B
$92.6K 0.02%
+543
DFP
455
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$428M
$92.5K 0.02%
+4,450
DMB
456
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$204M
$92K 0.02%
+8,375
EWZ icon
457
iShares MSCI Brazil ETF
EWZ
$10.8B
$91.7K 0.02%
+2,886
YYY icon
458
Amplify CEF High Income ETF
YYY
$725M
$91.2K 0.02%
+7,927
SPHY icon
459
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$90.8K 0.02%
+3,835
MRVL icon
460
Marvell Technology
MRVL
$160B
$89.7K 0.02%
+1,056
VSS icon
461
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$89.3K 0.02%
+623
NWE icon
462
NorthWestern Energy
NWE
$4.38B
$89.1K 0.02%
+1,380
BHF icon
463
Brighthouse Financial
BHF
$3.52B
$88.9K 0.02%
+1,372
XLC icon
464
State Street Communication Services Select Sector SPDR ETF
XLC
$25.6B
$88.9K 0.02%
+755
DKNG icon
465
DraftKings
DKNG
$12.5B
$88.7K 0.02%
+2,573
WPC icon
466
W.P. Carey
WPC
$16.5B
$88.5K 0.02%
+1,375
TXN icon
467
Texas Instruments
TXN
$280B
$88.2K 0.02%
+508
RNP icon
468
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1B
$87.9K 0.02%
+4,425
IPKW icon
469
Invesco International BuyBack Achievers ETF
IPKW
$532M
$87.7K 0.02%
+1,579
GEHC icon
470
GE HealthCare
GEHC
$28.5B
$86.9K 0.02%
+1,060
AFL icon
471
Aflac
AFL
$58.8B
$86.6K 0.02%
+785
TD icon
472
Toronto Dominion Bank
TD
$178B
$86.4K 0.02%
+917
CGBD icon
473
Carlyle Secured Lending
CGBD
$779M
$86K 0.02%
6,886
-31,926
KHC icon
474
Kraft Heinz
KHC
$27.6B
$85.4K 0.02%
+3,523
MDT icon
475
Medtronic
MDT
$97.8B
$85.2K 0.02%
+887
17 18
19
20 21