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
RGA icon
876
Reinsurance Group of America
RGA
$13B
$20.8K ﹤0.01%
102
HYGV icon
877
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.09B
$20.8K ﹤0.01%
518
ETN icon
878
Eaton
ETN
$163B
$20.7K ﹤0.01%
58
+14
PFG icon
879
Principal Financial Group
PFG
$22.4B
$20.7K ﹤0.01%
230
+203
AAXJ icon
880
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.94B
$20.7K ﹤0.01%
215
-14
SUSB icon
881
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.09B
$20.7K ﹤0.01%
825
+131
SBLK icon
882
Star Bulk Carriers
SBLK
$3.03B
$20.7K ﹤0.01%
900
GDE icon
883
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$552M
$20.6K ﹤0.01%
328
-100
DRD
884
DRDGold
DRD
$2.22B
$20.6K ﹤0.01%
700
DLS icon
885
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$20.5K ﹤0.01%
252
FPS
886
Forgent Power Solutions
FPS
$16.8B
$20.5K ﹤0.01%
+700
HYG icon
887
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$20.4K ﹤0.01%
257
AVEM icon
888
Avantis Emerging Markets Equity ETF
AVEM
$24.5B
$20.3K ﹤0.01%
252
-40
MFG icon
889
Mizuho Financial
MFG
$119B
$20.2K ﹤0.01%
2,547
+446
FEMB icon
890
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$349M
$20.1K ﹤0.01%
700
TAK icon
891
Takeda Pharmaceutical
TAK
$48.8B
$20K ﹤0.01%
1,079
+29
AU icon
892
AngloGold Ashanti
AU
$46.6B
$20K ﹤0.01%
205
+34
DAL icon
893
Delta Air Lines
DAL
$52.2B
$19.9K ﹤0.01%
300
+58
SPYG icon
894
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$19.9K ﹤0.01%
203
-218
PLD icon
895
Prologis
PLD
$134B
$19.8K ﹤0.01%
150
+18
PPC icon
896
Pilgrim's Pride
PPC
$6.89B
$19.8K ﹤0.01%
525
TEN
897
Tsakos Energy Navigation Ltd
TEN
$1.1B
$19.7K ﹤0.01%
500
INGR icon
898
Ingredion
INGR
$6.27B
$19.7K ﹤0.01%
175
AFRM icon
899
Affirm
AFRM
$23B
$19.6K ﹤0.01%
428
GOCT icon
900
FT Vest US Equity Moderate Buffer ETF October
GOCT
$305M
$19.6K ﹤0.01%
507
-1,187
34 35
36
37 38