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
KOMP icon
1026
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.48B
$11.7K ﹤0.01%
+196
A icon
1027
Agilent Technologies
A
$33B
$11.7K ﹤0.01%
+86
SPHB icon
1028
Invesco S&P 500 High Beta ETF
SPHB
$640M
$11.7K ﹤0.01%
+100
DEHP icon
1029
Dimensional Emerging Markets High Profitability ETF
DEHP
$359M
$11.7K ﹤0.01%
+361
WDIV icon
1030
State Street SPDR S&P Global Dividend ETF
WDIV
$254M
$11.6K ﹤0.01%
+154
KIM icon
1031
Kimco Realty
KIM
$15.6B
$11.6K ﹤0.01%
+570
NZUS icon
1032
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
$2.75M
$11.5K ﹤0.01%
+320
ASHR icon
1033
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.79B
$11.5K ﹤0.01%
+350
KALU icon
1034
Kaiser Aluminum
KALU
$2B
$11.5K ﹤0.01%
+100
FCEF icon
1035
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$72.3M
$11.5K ﹤0.01%
+500
GUNR icon
1036
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.25B
$11.5K ﹤0.01%
+250
WMS icon
1037
Advanced Drainage Systems
WMS
$11.7B
$11.4K ﹤0.01%
+79
FJUN icon
1038
FT Vest US Equity Buffer ETF June
FJUN
$1.08B
$11.4K ﹤0.01%
+200
SMLF icon
1039
iShares US Small Cap Equity Factor ETF
SMLF
$3.35B
$11.4K ﹤0.01%
+152
TSME icon
1040
Thrivent Small-Mid Cap ESG ETF
TSME
$870M
$11.4K ﹤0.01%
+273
EPU icon
1041
iShares MSCI Peru and Global Exposure ETF
EPU
$546M
$11.4K ﹤0.01%
+157
XRX icon
1042
Xerox
XRX
$221M
$11.3K ﹤0.01%
+7,154
TEN
1043
Tsakos Energy Navigation Ltd
TEN
$1.12B
$11.2K ﹤0.01%
+500
STAG icon
1044
STAG Industrial
STAG
$7.33B
$11.2K ﹤0.01%
+305
VWOB icon
1045
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.9B
$11.2K ﹤0.01%
+166
CCK icon
1046
Crown Holdings
CCK
$11.9B
$11.1K ﹤0.01%
+108
JLL icon
1047
Jones Lang LaSalle
JLL
$14.1B
$11.1K ﹤0.01%
+33
IVW icon
1048
iShares S&P 500 Growth ETF
IVW
$64.2B
$11.1K ﹤0.01%
+90
SYY icon
1049
Sysco
SYY
$40.6B
$11.1K ﹤0.01%
+150
LW icon
1050
Lamb Weston
LW
$6.35B
$11K ﹤0.01%
+263
40 41
42
43 44