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

Top Sells

1
+$5.53M
2
+$5.04M
3
+$4.11M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.06M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.26M

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
IDA icon
1076
Idacorp
IDA
$7.83B
$11.4K ﹤0.01%
80
INDA icon
1077
iShares MSCI India ETF
INDA
$6.61B
$11.4K ﹤0.01%
244
-1,652
AM icon
1078
Antero Midstream
AM
$10.2B
$11.4K ﹤0.01%
500
+200
A icon
1079
Agilent Technologies
A
$38.3B
$11.3K ﹤0.01%
99
+13
FJUN icon
1080
FT Vest US Equity Buffer ETF June
FJUN
$1.17B
$11.3K ﹤0.01%
200
AXIA
1081
AXIA Energia
AXIA
$22B
$11.3K ﹤0.01%
1,000
+600
FINV
1082
FinVolution Group
FINV
$1.16B
$11.3K ﹤0.01%
2,350
-150
FCEF icon
1083
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$77.7M
$11.3K ﹤0.01%
500
SDOG icon
1084
ALPS Sector Dividend Dogs ETF
SDOG
$1.38B
$11.3K ﹤0.01%
173
IDXX icon
1085
Idexx Laboratories
IDXX
$44.3B
$11.2K ﹤0.01%
20
+10
LVDS
1086
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$103M
$11.2K ﹤0.01%
222
+1
LW icon
1087
Lamb Weston
LW
$5.82B
$11.2K ﹤0.01%
265
+2
IXUS icon
1088
iShares Core MSCI Total International Stock ETF
IXUS
$56.4B
$11.2K ﹤0.01%
129
HYDR icon
1089
Global X Hydrogen ETF
HYDR
$134M
$11.2K ﹤0.01%
308
+8
PSTL
1090
Postal Realty Trust
PSTL
$629M
$11.1K ﹤0.01%
600
FMX icon
1091
Fomento Económico Mexicano
FMX
$41.9B
$11.1K ﹤0.01%
100
STE icon
1092
Steris
STE
$20.7B
$11.1K ﹤0.01%
50
+47
HEI icon
1093
HEICO Corp
HEI
$46.3B
$11K ﹤0.01%
40
+37
LEG icon
1094
Leggett & Platt
LEG
$1.37B
$10.9K ﹤0.01%
1,100
SYY icon
1095
Sysco
SYY
$36.5B
$10.9K ﹤0.01%
153
+3
OBTC
1096
Osprey Bitcoin Trust
OBTC
$10.9K ﹤0.01%
500
VWOB icon
1097
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.99B
$10.9K ﹤0.01%
166
VBK icon
1098
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$10.9K ﹤0.01%
36
+1
HST icon
1099
Host Hotels & Resorts
HST
$16.9B
$10.7K ﹤0.01%
554
ENSG icon
1100
The Ensign Group
ENSG
$9.95B
$10.7K ﹤0.01%
53
+28
42 43
44
45 46