TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.36M
3
+$3.89M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.41M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.89M

Top Sells

1
+$3.48M
2
+$2.78M
3
+$2.31M
4
CRWD icon
CrowdStrike
CRWD
+$1.41M
5
OXLC
Oxford Lane Capital
OXLC
+$1.34M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Consumer Discretionary 3.9%
4 Healthcare 2.54%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVTY icon
926
Revvity
RVTY
$11.4B
$12.4K ﹤0.01%
+141
SYY icon
927
Sysco
SYY
$35B
$12.4K ﹤0.01%
+150
TWLO icon
928
Twilio
TWLO
$19.3B
$12.3K ﹤0.01%
123
-2,053
OFS icon
929
OFS Capital
OFS
$70.7M
$12.3K ﹤0.01%
+1,600
HSBC icon
930
HSBC
HSBC
$244B
$12.3K ﹤0.01%
+173
NBOS icon
931
Neuberger Berman Option Strategy ETF
NBOS
$454M
$12.3K ﹤0.01%
+457
INCE
932
Franklin Income Equity Focus ETF
INCE
$112M
$12.3K ﹤0.01%
+207
CLOV icon
933
Clover Health Investments
CLOV
$1.33B
$12.3K ﹤0.01%
+4,008
CBL
934
CBL Properties
CBL
$1.1B
$12.2K ﹤0.01%
+400
INGR icon
935
Ingredion
INGR
$6.88B
$12.2K ﹤0.01%
+100
KOMP icon
936
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.47B
$12.2K ﹤0.01%
+196
RDIV icon
937
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$869M
$12.2K ﹤0.01%
+234
DES icon
938
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$12.2K ﹤0.01%
+362
UWMC icon
939
UWM Holdings
UWMC
$1.46B
$12.2K ﹤0.01%
+2,000
EELV icon
940
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$413M
$12.1K ﹤0.01%
+456
DON icon
941
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$12.1K ﹤0.01%
+232
BBUS icon
942
JPMorgan BetaBuilders US Equity ETF
BBUS
$6.6B
$12.1K ﹤0.01%
+100
VTEB icon
943
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$11.8K ﹤0.01%
+235
A icon
944
Agilent Technologies
A
$41.2B
$11.7K ﹤0.01%
+91
ASHR icon
945
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.67B
$11.6K ﹤0.01%
+351
Z icon
946
Zillow
Z
$17.9B
$11.6K ﹤0.01%
+150
EOG icon
947
EOG Resources
EOG
$60.9B
$11.5K ﹤0.01%
+103
ESGG icon
948
FlexShares STOXX Global ESG Select Index Fund
ESGG
$102M
$11.4K ﹤0.01%
+58
EPU icon
949
iShares MSCI Peru and Global Exposure ETF
EPU
$255M
$11.4K ﹤0.01%
+186
FCEF icon
950
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$64.4M
$11.4K ﹤0.01%
+500
36 37
38
39 40