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
MSTR icon
776
Strategy Inc
MSTR
$42.4B
$28.8K 0.01%
231
+4
AA icon
777
Alcoa
AA
$19B
$28.8K 0.01%
434
+329
OKLO
778
Oklo
OKLO
$10.1B
$28.7K 0.01%
579
+136
ESGD icon
779
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$28.6K 0.01%
299
FDD icon
780
First Trust STOXX European Select Dividend Income Fund
FDD
$865M
$28.5K 0.01%
1,600
-300
EMR icon
781
Emerson Electric
EMR
$77.4B
$28.5K 0.01%
217
+40
SOLV icon
782
Solventum
SOLV
$14B
$28.4K 0.01%
435
FISV
783
Fiserv Inc
FISV
$29B
$28.3K 0.01%
508
-20
EOG icon
784
EOG Resources
EOG
$73.4B
$28.3K 0.01%
196
+8
EBND icon
785
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$28.1K 0.01%
1,360
-294
COMT icon
786
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.15B
$28K 0.01%
828
CMI icon
787
Cummins
CMI
$89.9B
$28K 0.01%
52
+1
IJS icon
788
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$27.8K 0.01%
235
+78
TWO
789
Two Harbors Investment
TWO
$1.3B
$27.2K 0.01%
2,386
-489
ECC
790
Eagle Point Credit Company
ECC
$537M
$27.1K 0.01%
7,218
-1,559
EBAY icon
791
eBay
EBAY
$48.6B
$27K 0.01%
296
+159
FNDF icon
792
Schwab Fundamental International Large Company Index ETF
FNDF
$23.7B
$26.8K 0.01%
547
-686
PGX icon
793
Invesco Preferred ETF
PGX
$3.79B
$26.8K 0.01%
2,459
ZSEP
794
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$26.7K 0.01%
1,000
IDNA icon
795
iShares Genomics Immunology and Healthcare ETF
IDNA
$159M
$26.6K 0.01%
917
-346
DBEF icon
796
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.66B
$26.6K 0.01%
539
-8
SPAB icon
797
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.61B
$26.6K 0.01%
1,037
+674
CGGR icon
798
Capital Group Growth ETF
CGGR
$23.1B
$26.5K 0.01%
660
DHT icon
799
DHT Holdings
DHT
$2.68B
$26.5K 0.01%
1,450
+1,250
DOGG icon
800
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$71.7M
$26.4K 0.01%
1,214
-4,426
30 31
32
33 34