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
CPNG icon
76
Coupang
CPNG
$35.4B
$1.27M 0.27%
53,763
+17,548
BKLN icon
77
Invesco Senior Loan ETF
BKLN
$6.37B
$1.27M 0.27%
60,312
-419
MELI icon
78
Mercado Libre
MELI
$90.3B
$1.26M 0.27%
625
+479
MU icon
79
Micron Technology
MU
$447B
$1.25M 0.27%
4,363
+1,096
VOO icon
80
Vanguard S&P 500 ETF
VOO
$838B
$1.24M 0.27%
1,975
+893
CLOA icon
81
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.57B
$1.23M 0.27%
23,786
-4,833
MINT icon
82
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$1.23M 0.27%
12,261
+1,270
GJAN icon
83
FT Vest US Equity Moderate Buffer ETF January
GJAN
$452M
$1.2M 0.26%
28,076
+10,319
DFAT icon
84
Dimensional US Targeted Value ETF
DFAT
$12.7B
$1.19M 0.26%
+20,041
DFEV icon
85
Dimensional Emerging Markets Value ETF
DFEV
$1.47B
$1.18M 0.26%
+35,049
JPIE icon
86
JPMorgan Income ETF
JPIE
$8.11B
$1.18M 0.26%
25,506
+8,340
NU icon
87
Nu Holdings
NU
$72B
$1.18M 0.26%
70,501
+18,612
UBER icon
88
Uber
UBER
$155B
$1.16M 0.25%
14,240
+4,463
RYLD icon
89
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
$1.14M 0.25%
74,466
-347
TLTW icon
90
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.78B
$1.13M 0.25%
50,031
+32,688
PDO
91
PIMCO Dynamic Income Opportunities Fund
PDO
$1.9B
$1.12M 0.24%
81,195
+190
USIG icon
92
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.7B
$1.11M 0.24%
21,480
+2,730
WCMI
93
First Trust WCM International Equity ETF
WCMI
$982M
$1.11M 0.24%
65,000
-2,500
QYLD icon
94
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$1.09M 0.23%
61,506
-461
SPEM icon
95
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$1.04M 0.23%
22,293
+146
JAAA icon
96
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$1.04M 0.23%
20,621
-908
MBLY icon
97
Mobileye
MBLY
$6.83B
$1.04M 0.22%
99,668
-656
SKYY icon
98
First Trust Cloud Computing ETF
SKYY
$2.48B
$1.03M 0.22%
7,908
-80
DE icon
99
Deere & Co
DE
$160B
$1.02M 0.22%
2,197
+560
CEFS icon
100
Saba Closed-End Funds ETF
CEFS
$372M
$1.01M 0.22%
43,719
-529
2 3
4
5 6