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
EIS icon
726
iShares MSCI Israel ETF
EIS
$924M
$35.7K 0.01%
308
-27
LOW icon
727
Lowe's Companies
LOW
$116B
$35.7K 0.01%
151
+11
VOE icon
728
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$35.6K 0.01%
193
-14
CL icon
729
Colgate-Palmolive
CL
$68.1B
$35.5K 0.01%
417
+88
IGRO icon
730
iShares International Dividend Growth ETF
IGRO
$1.23B
$35.5K 0.01%
424
-927
FTSL icon
731
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$35.3K 0.01%
788
+225
MTB icon
732
M&T Bank
MTB
$32.5B
$35.1K 0.01%
170
+4
IWP icon
733
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$35.1K 0.01%
274
NULV icon
734
Nuveen ESG Large-Cap Value ETF
NULV
$2.11B
$34.9K 0.01%
766
TCHI icon
735
iShares MSCI China Multisector Tech ETF
TCHI
$44.8M
$34.7K 0.01%
+1,614
WSM icon
736
Williams-Sonoma
WSM
$24.5B
$34.3K 0.01%
188
MAC icon
737
Macerich
MAC
$6.58B
$34.2K 0.01%
1,807
XLRE icon
738
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.06B
$34.1K 0.01%
834
+11
LAZ icon
739
Lazard
LAZ
$4.78B
$34K 0.01%
800
VIGI icon
740
Vanguard International Dividend Appreciation ETF
VIGI
$8.84B
$33.9K 0.01%
383
WPM icon
741
Wheaton Precious Metals
WPM
$58.3B
$33.5K 0.01%
255
-16
KBWD icon
742
Invesco KBW High Dividend Yield Financial ETF
KBWD
$418M
$33.3K 0.01%
2,652
-2,643
TTE icon
743
TotalEnergies
TTE
$200B
$33.2K 0.01%
361
+62
DX
744
Dynex Capital
DX
$2.8B
$33.2K 0.01%
2,568
+200
VNO icon
745
Vornado Realty Trust
VNO
$6.57B
$32.9K 0.01%
1,266
ESGU icon
746
iShares ESG Aware MSCI USA ETF
ESGU
$17.1B
$32.8K 0.01%
232
OMAB icon
747
Grupo Aeroportuario Centro Norte
OMAB
$4.82B
$32.7K 0.01%
285
DVYA icon
748
iShares Asia/Pacific Dividend ETF
DVYA
$67.7M
$32.6K 0.01%
675
SUN icon
749
Sunoco
SUN
$12.7B
$32.5K 0.01%
500
QWLD
750
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$180M
$32.1K 0.01%
224
28 29
30
31 32