TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.25M
3
+$4.16M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
WFC icon
Wells Fargo
WFC
+$3.2M

Top Sells

1
+$4.19M
2
+$2.67M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.51M
5
PLTR icon
Palantir
PLTR
+$1.2M

Sector Composition

1 Technology 10.28%
2 Financials 8.08%
3 Consumer Discretionary 3.76%
4 Healthcare 1.81%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSBC icon
826
HSBC
HSBC
$288B
$22.7K ﹤0.01%
+288
DOV icon
827
Dover
DOV
$27.9B
$22.5K ﹤0.01%
+115
AVEM icon
828
Avantis Emerging Markets Equity ETF
AVEM
$20B
$22.5K ﹤0.01%
+292
XSW icon
829
State Street SPDR S&P Software & Services ETF
XSW
$374M
$22.5K ﹤0.01%
+120
NXPI icon
830
NXP Semiconductors
NXPI
$50.6B
$22.4K ﹤0.01%
+103
IQQQ icon
831
ProShares Nasdaq-100 High Income ETF
IQQQ
$356M
$22.2K ﹤0.01%
+500
PFFV icon
832
Global X Variable Rate Preferred ETF
PFFV
$295M
$22.2K ﹤0.01%
+1,000
USHY icon
833
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.3B
$21.9K ﹤0.01%
+586
DFIS icon
834
Dimensional International Small Cap ETF
DFIS
$5.23B
$21.8K ﹤0.01%
+663
ROBO icon
835
ROBO Global Robotics & Automation Index ETF
ROBO
$1.56B
$21.8K ﹤0.01%
+314
SPMB icon
836
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.87B
$21.7K ﹤0.01%
+969
XLI icon
837
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
$21.7K ﹤0.01%
+140
DRD
838
DRDGold
DRD
$2.91B
$21.7K ﹤0.01%
+700
WHR icon
839
Whirlpool
WHR
$3.72B
$21.6K ﹤0.01%
+300
SPLB icon
840
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.21B
$21.6K ﹤0.01%
+957
IAUM icon
841
iShares Gold Trust Micro
IAUM
$8.07B
$21.5K ﹤0.01%
+500
HOG icon
842
Harley-Davidson
HOG
$2.18B
$21.5K ﹤0.01%
1,048
-9,123
UAPR icon
843
Innovator US Equity Ultra Buffer ETF April
UAPR
$140M
$21.4K ﹤0.01%
+653
AAXJ icon
844
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$21.3K ﹤0.01%
+229
SCHC icon
845
Schwab International Small-Cap Equity ETF
SCHC
$5.23B
$21.3K ﹤0.01%
+468
DLR icon
846
Digital Realty Trust
DLR
$61B
$21.2K ﹤0.01%
+137
PBI icon
847
Pitney Bowes
PBI
$1.57B
$21.2K ﹤0.01%
+2,005
HYGV icon
848
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.13B
$21.1K ﹤0.01%
+518
HMN icon
849
Horace Mann Educators
HMN
$1.69B
$21K ﹤0.01%
+454
HYLS icon
850
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.79B
$20.9K ﹤0.01%
+500
32 33
34
35 36