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
EWW icon
701
iShares MSCI Mexico ETF
EWW
$1.9B
$39.9K 0.01%
530
-31
ITT icon
702
ITT
ITT
$17.1B
$39.7K 0.01%
208
CCI icon
703
Crown Castle
CCI
$41.2B
$39.7K 0.01%
488
+75
DVYE icon
704
iShares Emerging Markets Dividend ETF
DVYE
$1.25B
$39.4K 0.01%
1,145
-400
SKYW icon
705
Skywest
SKYW
$3.35B
$39K 0.01%
425
VPC icon
706
Virtus Private Credit Strategy ETF
VPC
$31.7M
$39K 0.01%
2,575
GBTC icon
707
Grayscale Bitcoin Trust
GBTC
$9.08B
$38.9K 0.01%
737
SAR icon
708
Saratoga Investment
SAR
$364M
$38.8K 0.01%
1,775
+1,550
ITA icon
709
iShares US Aerospace & Defense ETF
ITA
$13.9B
$38.5K 0.01%
176
+135
FTNT icon
710
Fortinet
FTNT
$106B
$38.4K 0.01%
470
-60
BLBD icon
711
Blue Bird Corp
BLBD
$2.21B
$38.3K 0.01%
675
AZN icon
712
AstraZeneca
AZN
$288B
$37.9K 0.01%
192
-238
ATI icon
713
ATI
ATI
$24.2B
$37.7K 0.01%
+259
COHR icon
714
Coherent
COHR
$73.8B
$37.6K 0.01%
+158
MAR icon
715
Marriott International
MAR
$104B
$37.6K 0.01%
115
+2
DAPR icon
716
FT Vest US Equity Deep Buffer ETF April
DAPR
$303M
$37.4K 0.01%
940
RACE icon
717
Ferrari
RACE
$61.1B
$37.2K 0.01%
110
AUGO
718
Aura Minerals Inc
AUGO
$5.04B
$36.7K 0.01%
450
-50
MBB icon
719
iShares MBS ETF
MBB
$38.3B
$36.4K 0.01%
383
-13
DFAI icon
720
Dimensional International Core Equity Market ETF
DFAI
$16.1B
$36.3K 0.01%
931
-864
AMT icon
721
American Tower
AMT
$90.4B
$36.2K 0.01%
210
+4
CTVA icon
722
Corteva
CTVA
$51.5B
$36.1K 0.01%
431
+167
VYMI icon
723
Vanguard International High Dividend Yield ETF
VYMI
$19B
$36K 0.01%
382
ACWI icon
724
iShares MSCI ACWI ETF
ACWI
$32.1B
$36K 0.01%
260
+68
BANC icon
725
Banc of California
BANC
$2.97B
$35.8K 0.01%
2,025
27 28
29
30 31