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
$491M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,906
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.76M
3
+$4.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Top Sells

1
+$5.53M
2
+$5.04M
3
+$4.11M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.06M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.26M

Sector Composition

1 Technology 10.98%
2 Financials 7.65%
3 Consumer Discretionary 3.71%
4 Healthcare 2.48%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NHI icon
526
National Health Investors
NHI
$3.43B
$75.7K 0.02%
925
+50
DSI icon
527
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
$75.6K 0.02%
624
+11
JQUA icon
528
JPMorgan US Quality Factor ETF
JQUA
$8.01B
$75.6K 0.02%
1,233
-1,811
RFLR
529
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$79.2M
$75.3K 0.02%
2,590
+2
NTSI icon
530
WisdomTree International Efficient Core Fund
NTSI
$489M
$73.8K 0.02%
+1,676
IYE icon
531
iShares US Energy ETF
IYE
$1.65B
$73.1K 0.01%
1,129
-100
FITB
532
Fifth Third Bancorp
FITB
$47B
$73K 0.01%
1,558
+1,202
GEHC icon
533
GE HealthCare
GEHC
$29.1B
$72.8K 0.01%
1,023
-37
PSA icon
534
Public Storage
PSA
$54.5B
$72.4K 0.01%
267
REET icon
535
iShares Global REIT ETF
REET
$4.76B
$72.4K 0.01%
2,877
-362
BAC icon
536
Bank of America
BAC
$381B
$72.2K 0.01%
1,482
+123
AMAT icon
537
Applied Materials
AMAT
$366B
$71.9K 0.01%
210
+25
BITO icon
538
ProShares Bitcoin Strategy ETF
BITO
$1.38B
$71.8K 0.01%
7,715
-1,282
SPSB icon
539
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$71.7K 0.01%
2,385
CLOU icon
540
Global X Cloud Computing ETF
CLOU
$264M
$71.7K 0.01%
3,675
+500
COLB icon
541
Columbia Banking Systems
COLB
$8.63B
$71.6K 0.01%
2,611
HIG icon
542
Hartford Financial Services
HIG
$36.1B
$71.2K 0.01%
525
+24
BRSP
543
BrightSpire Capital
BRSP
$723M
$70.8K 0.01%
12,300
DDEC icon
544
FT Vest US Equity Deep Buffer ETF December
DDEC
$423M
$70.8K 0.01%
1,600
DEM icon
545
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$70.4K 0.01%
1,417
BEP icon
546
Brookfield Renewable
BEP
$11B
$70K 0.01%
2,120
SCHF icon
547
Schwab International Equity ETF
SCHF
$64.1B
$70K 0.01%
2,828
+385
VTEB icon
548
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.9B
$69.7K 0.01%
1,397
+1,213
RIO icon
549
Rio Tinto
RIO
$164B
$69.5K 0.01%
727
+138
CIEN icon
550
Ciena
CIEN
$69.8B
$69.1K 0.01%
178
+177
20 21
22
23 24