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
51
$1.76M 0.47%
39,998
+21,689
52
$1.76M 0.47%
10,856
-2,527
53
$1.67M 0.45%
2,276
+58
54
$1.65M 0.44%
+64,312
55
$1.63M 0.44%
7,998
+279
56
$1.62M 0.44%
14,047
+578
57
$1.61M 0.43%
9,426
-359
58
$1.56M 0.42%
106,126
+36,806
59
$1.53M 0.41%
3,436
-1,710
60
$1.49M 0.4%
28,619
+708
61
$1.47M 0.4%
2,465
+623
62
$1.42M 0.38%
100,324
+24,484
63
$1.37M 0.37%
95,106
-20,055
64
$1.37M 0.37%
13,637
-110
65
$1.37M 0.37%
20,444
+634
66
$1.35M 0.37%
12,414
+3,888
67
$1.34M 0.36%
66,335
+1,728
68
$1.32M 0.36%
4,708
+2,712
69
$1.29M 0.35%
29,216
+1,401
70
$1.29M 0.35%
65,140
+2,341
71
$1.27M 0.34%
60,731
-14,610
72
$1.23M 0.33%
+9,007
73
$1.17M 0.31%
12,725
+4,770
74
$1.17M 0.31%
36,215
+1,659
75
$1.14M 0.31%
81,005
+22,515
1 2
3
4 5