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
SLM icon
501
SLM Corp
SLM
$6.23B
$69.2K 0.02%
+2,500
SPMO icon
502
Invesco S&P 500 Momentum ETF
SPMO
$13B
$68.3K 0.02%
+564
UAL icon
503
United Airlines
UAL
$34B
$68K 0.02%
+705
MDT icon
504
Medtronic
MDT
$130B
$67.5K 0.02%
+709
JSML icon
505
Janus Henderson Small Cap Growth Alpha ETF
JSML
$256M
$67.3K 0.02%
+900
COLB icon
506
Columbia Banking Systems
COLB
$8.43B
$67.2K 0.02%
+2,611
PAUG icon
507
Innovator US Equity Power Buffer ETF August
PAUG
$968M
$67.1K 0.02%
+1,580
SLQD icon
508
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$67K 0.02%
+1,318
BRSP
509
BrightSpire Capital
BRSP
$745M
$66.8K 0.02%
12,300
-350
HIG icon
510
Hartford Financial Services
HIG
$36.1B
$66.7K 0.02%
+500
GM icon
511
General Motors
GM
$70.9B
$66.4K 0.02%
+1,089
RCL icon
512
Royal Caribbean
RCL
$70.3B
$66.3K 0.02%
+205
GBTC icon
513
Grayscale Bitcoin Trust
GBTC
$35.7B
$66.2K 0.02%
+737
NHI icon
514
National Health Investors
NHI
$3.74B
$65.9K 0.02%
+828
VIS icon
515
Vanguard Industrials ETF
VIS
$6.36B
$65.8K 0.02%
+222
DEM icon
516
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$65.2K 0.02%
+1,417
CCD
517
Calamos Dynamic Convertible & Income Fund
CCD
$582M
$64.6K 0.02%
+3,070
SLF icon
518
Sun Life Financial
SLF
$32.6B
$64.4K 0.02%
+1,073
LULU icon
519
lululemon athletica
LULU
$22.5B
$64.4K 0.02%
+362
PRF icon
520
Invesco FTSE RAFI US 1000 ETF
PRF
$8.54B
$64.3K 0.02%
+1,421
XLY icon
521
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$11.8B
$64K 0.02%
+267
JMSI icon
522
JPMorgan Sustainable Municipal Income ETF
JMSI
$330M
$63.5K 0.02%
+1,265
UVV icon
523
Universal Corp
UVV
$1.3B
$63.4K 0.02%
+1,135
TMFC icon
524
Motley Fool 100 Index ETF
TMFC
$1.89B
$63.1K 0.02%
+895
IEFA icon
525
iShares Core MSCI EAFE ETF
IEFA
$161B
$63K 0.02%
+721
19 20
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