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

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
KALU icon
1051
Kaiser Aluminum
KALU
$2.89B
$12.1K ﹤0.01%
100
HPQ icon
1052
HP
HPQ
$23.4B
$12K ﹤0.01%
621
+395
ATRO icon
1053
Astronics
ATRO
$3.04B
$12K ﹤0.01%
+180
ARES icon
1054
Ares Management
ARES
$28.3B
$12K ﹤0.01%
+110
PGNY icon
1055
Progyny
PGNY
$2.03B
$11.9K ﹤0.01%
700
WDIV icon
1056
State Street SPDR S&P Global Dividend ETF
WDIV
$267M
$11.9K ﹤0.01%
154
EGAN icon
1057
eGain
EGAN
$198M
$11.9K ﹤0.01%
1,505
-700
NOG icon
1058
Northern Oil and Gas
NOG
$2.28B
$11.9K ﹤0.01%
400
+200
VOT icon
1059
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$11.8K ﹤0.01%
46
P
1060
Everpure Inc
P
$24B
$11.8K ﹤0.01%
200
ESGG icon
1061
FlexShares STOXX Global ESG Select Index Fund
ESGG
$108M
$11.8K ﹤0.01%
59
+1
CWEN icon
1062
Clearway Energy Class C
CWEN
$6.19B
$11.8K ﹤0.01%
300
ADSK icon
1063
Autodesk
ADSK
$48.6B
$11.7K ﹤0.01%
49
+33
TSME icon
1064
Thrivent Small-Mid Cap ESG ETF
TSME
$911M
$11.7K ﹤0.01%
282
+9
BBUS icon
1065
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.1B
$11.7K ﹤0.01%
100
STT icon
1066
State Street
STT
$44.8B
$11.7K ﹤0.01%
92
+38
ES icon
1067
Eversource Energy
ES
$26.6B
$11.6K ﹤0.01%
168
+139
FNDE icon
1068
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.33B
$11.6K ﹤0.01%
304
-962
SPHB icon
1069
Invesco S&P 500 High Beta ETF
SPHB
$995M
$11.6K ﹤0.01%
100
EMXC icon
1070
iShares MSCI Emerging Markets ex China ETF
EMXC
$23B
$11.6K ﹤0.01%
147
ASHR icon
1071
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.95B
$11.5K ﹤0.01%
353
+3
KRC icon
1072
Kilroy Realty
KRC
$4.31B
$11.5K ﹤0.01%
400
AWK icon
1073
American Water Works
AWK
$24.3B
$11.5K ﹤0.01%
84
+3
BGRN icon
1074
iShares USD Green Bond ETF
BGRN
$474M
$11.5K ﹤0.01%
242
+28
AVK
1075
Advent Convertible and Income Fund
AVK
$562M
$11.4K ﹤0.01%
1,026