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
VRTX icon
601
Vertex Pharmaceuticals
VRTX
$114B
$52.6K 0.01%
+116
APOC
602
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$66M
$52.4K 0.01%
+2,000
QCJL
603
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$68.3M
$52K 0.01%
+2,190
JULM
604
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$24.9M
$51.9K 0.01%
+1,545
CHRD icon
605
Chord Energy
CHRD
$8.22B
$51.9K 0.01%
+560
JNK icon
606
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$51.7K 0.01%
+532
EMHC icon
607
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$252M
$51.7K 0.01%
+2,030
DTH icon
608
WisdomTree International High Dividend Fund
DTH
$680M
$51.6K 0.01%
+1,000
HEFA icon
609
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.03B
$51.4K 0.01%
+1,243
IWD icon
610
iShares Russell 1000 Value ETF
IWD
$73.7B
$51.2K 0.01%
+243
MRSH
611
Marsh
MRSH
$78.6B
$51.1K 0.01%
+275
BP icon
612
BP
BP
$113B
$51K 0.01%
+1,470
EAGG icon
613
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.7B
$50.8K 0.01%
+1,062
IGLD icon
614
FT Vest Gold Strategy Target Income ETF
IGLD
$570M
$50.6K 0.01%
+2,023
ECC
615
Eagle Point Credit Co
ECC
$537M
$50.6K 0.01%
8,777
-32,111
GBTC icon
616
Grayscale Bitcoin Trust
GBTC
$11.9B
$50.4K 0.01%
+737
SO icon
617
Southern Company
SO
$105B
$50K 0.01%
+573
CSHI icon
618
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.14B
$49.7K 0.01%
+1,000
SPH icon
619
Suburban Propane Partners
SPH
$1.35B
$48.9K 0.01%
+2,635
IJH icon
620
iShares Core S&P Mid-Cap ETF
IJH
$115B
$48.8K 0.01%
+739
GSLC icon
621
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.7B
$48.4K 0.01%
+366
OUSA icon
622
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$749M
$48.4K 0.01%
+839
STCE icon
623
Schwab Crypto Thematic ETF
STCE
$299M
$48.3K 0.01%
+805
DVYE icon
624
iShares Emerging Markets Dividend ETF
DVYE
$1.27B
$48.1K 0.01%
+1,545
VDC icon
625
Vanguard Consumer Staples ETF
VDC
$8.16B
$48K 0.01%
+227
23 24
25
26 27