We are live on ! Find out more
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
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.93%
6,687
-173
27
$3.38M 0.91%
90,055
+12,505
28
$3.35M 0.9%
126,915
+19,590
29
$3.29M 0.89%
4,313
+1,286
30
$3.07M 0.83%
62,349
+9,701
31
$2.9M 0.78%
15,916
+7,050
32
$2.75M 0.74%
52,601
+36,054
33
$2.55M 0.69%
25,711
+5,054
34
$2.52M 0.68%
32,078
+2,865
35
$2.49M 0.67%
75,100
+14,183
36
$2.47M 0.67%
96,738
+60,952
37
$2.41M 0.65%
+30,756
38
$2.37M 0.64%
51,352
+3,638
39
$2.25M 0.61%
42,290
+1,658
40
$2.17M 0.59%
6,623
+413
41
$2.09M 0.56%
6,045
+1,800
42
$2.07M 0.56%
9,199
+68
43
$2.05M 0.55%
13,348
+2,042
44
$1.98M 0.53%
5,997
+83
45
$1.95M 0.53%
34,123
+1,418
46
$1.91M 0.51%
20,724
+436
47
$1.9M 0.51%
57,879
+17,761
48
$1.82M 0.49%
3,917
-64
49
$1.8M 0.49%
69,780
+3,477
50
$1.76M 0.48%
4,949
1
2
3 4 5