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
NTSK
951
Netskope Inc
NTSK
$7.92B
$11.4K ﹤0.01%
+500
ARKF icon
952
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.15B
$11.4K ﹤0.01%
+200
JLL icon
953
Jones Lang LaSalle
JLL
$15.5B
$11.3K ﹤0.01%
+38
TSME icon
954
Thrivent Small-Mid Cap ESG ETF
TSME
$752M
$11.3K ﹤0.01%
+273
NZUS icon
955
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
$4.34M
$11.3K ﹤0.01%
+320
STNE icon
956
StoneCo
STNE
$3.85B
$11.2K ﹤0.01%
+594
TMDX icon
957
Transmedics
TMDX
$4.67B
$11.2K ﹤0.01%
+100
AWK icon
958
American Water Works
AWK
$25.3B
$11.2K ﹤0.01%
+80
SHY icon
959
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$11.2K ﹤0.01%
+135
WDIV icon
960
SPDR S&P Global Dividend ETF
WDIV
$238M
$11.2K ﹤0.01%
+154
FJUN icon
961
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
$11.2K ﹤0.01%
+200
WU icon
962
Western Union
WU
$2.87B
$11.2K ﹤0.01%
+1,400
ZG icon
963
Zillow
ZG
$17.4B
$11.2K ﹤0.01%
+150
IPG
964
DELISTED
Interpublic Group of Companies
IPG
$11.2K ﹤0.01%
+400
KARS icon
965
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$79.7M
$11.1K ﹤0.01%
+366
TEN
966
Tsakos Energy Navigation Ltd
TEN
$745M
$11.1K ﹤0.01%
+500
VWOB icon
967
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.29B
$11.1K ﹤0.01%
+166
EMXC icon
968
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.3B
$11K ﹤0.01%
+163
WMS icon
969
Advanced Drainage Systems
WMS
$11.6B
$11K ﹤0.01%
+79
GUNR icon
970
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.62B
$10.9K ﹤0.01%
+250
IVW icon
971
iShares S&P 500 Growth ETF
IVW
$67.3B
$10.9K ﹤0.01%
+90
CTVA icon
972
Corteva
CTVA
$44.6B
$10.8K ﹤0.01%
+160
SRET icon
973
Global X SuperDividend REIT ETF
SRET
$205M
$10.8K ﹤0.01%
+500
EXC icon
974
Exelon
EXC
$44.2B
$10.8K ﹤0.01%
+240
UPST icon
975
Upstart Holdings
UPST
$4.55B
$10.8K ﹤0.01%
+212
37 38
39
40 41