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
EUSB icon
801
iShares ESG Advanced Universal USD Bond ETF
EUSB
$699M
$26.3K 0.01%
605
CF icon
802
CF Industries
CF
$18.1B
$26.1K 0.01%
201
-50
MRVL icon
803
Marvell Technology
MRVL
$277B
$26.1K 0.01%
263
-793
IYW icon
804
iShares US Technology ETF
IYW
$24B
$26K 0.01%
143
HEEM icon
805
iShares Currency Hedged MSCI Emerging Markets
HEEM
$263M
$25.8K 0.01%
700
ONDS icon
806
Ondas Inc
ONDS
$6.1B
$25.8K 0.01%
+2,858
DFIC icon
807
Dimensional International Core Equity 2 ETF
DFIC
$13.8B
$25.8K 0.01%
726
+1
OMC icon
808
Omnicom Group
OMC
$21.6B
$25.6K 0.01%
336
+100
CTA icon
809
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$25.5K 0.01%
845
APAM icon
810
Artisan Partners
APAM
$2.66B
$25.5K 0.01%
700
-150
BUSE icon
811
First Busey Corp
BUSE
$2.32B
$25.3K 0.01%
1,000
TFC icon
812
Truist Financial
TFC
$61.3B
$25.2K 0.01%
548
-52
DHR icon
813
Danaher
DHR
$132B
$25.1K 0.01%
132
+76
PBI icon
814
Pitney Bowes
PBI
$2.27B
$25.1K 0.01%
2,267
+262
BUG icon
815
Global X Cybersecurity ETF
BUG
$1.14B
$25K 0.01%
996
-138
HAL icon
816
Halliburton
HAL
$34.4B
$24.8K 0.01%
636
+19
HIMX
817
Himax Technologies
HIMX
$4.17B
$24.8K 0.01%
3,150
IGSB icon
818
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$24.7K 0.01%
470
+132
EWZS icon
819
iShares MSCI Brazil Small-Cap ETF
EWZS
$237M
$24.6K 0.01%
1,659
-149
MGK icon
820
Vanguard Mega Cap Growth ETF
MGK
$33.2B
$24.6K 0.01%
335
+220
NOVM
821
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$27.7M
$24.5K 0.01%
750
IDVO icon
822
Amplify International Enhanced Dividend Income ETF
IDVO
$1.16B
$24.4K 0.01%
603
+100
CTAS icon
823
Cintas
CTAS
$72B
$24.4K 0.01%
144
+2
HYLS icon
824
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$24.3K 0.01%
600
+100
TER icon
825
Teradyne
TER
$63.7B
$24.3K ﹤0.01%
82
-24
31 32
33
34 35