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
NWN icon
1101
Northwest Natural Holdings
NWN
$2.09B
$10.6K ﹤0.01%
200
SRET icon
1102
Global X SuperDividend REIT ETF
SRET
$227M
$10.6K ﹤0.01%
500
WMS icon
1103
Advanced Drainage Systems
WMS
$9.97B
$10.6K ﹤0.01%
77
-2
NAT icon
1104
Nordic American Tanker
NAT
$1.14B
$10.5K ﹤0.01%
1,800
NZUS
1105
DELISTED
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
$10.5K ﹤0.01%
320
CCK icon
1106
Crown Holdings
CCK
$10.4B
$10.5K ﹤0.01%
105
-3
NNN icon
1107
NNN REIT
NNN
$8.55B
$10.5K ﹤0.01%
250
MOMO
1108
Hello Group
MOMO
$829M
$10.5K ﹤0.01%
1,821
JPLD icon
1109
JPMorgan Limited Duration Bond ETF
JPLD
$3.81B
$10.4K ﹤0.01%
200
FTBI
1110
First Trust Balanced Income ETF
FTBI
$19.4M
$10.4K ﹤0.01%
500
WDAY icon
1111
Workday
WDAY
$35.6B
$10.4K ﹤0.01%
80
+77
CME icon
1112
CME Group
CME
$93B
$10.3K ﹤0.01%
35
+5
SCIO icon
1113
First Trust Structured Credit Income Opportunities ETF
SCIO
$380M
$10.3K ﹤0.01%
500
MKC icon
1114
McCormick & Company Non-Voting
MKC
$12.7B
$10.3K ﹤0.01%
204
VRT icon
1115
Vertiv
VRT
$115B
$10.3K ﹤0.01%
41
+20
SCHM icon
1116
Schwab US Mid-Cap ETF
SCHM
$14.4B
$10.3K ﹤0.01%
332
+1
CW icon
1117
Curtiss-Wright
CW
$27.1B
$10.2K ﹤0.01%
+15
EVTR icon
1118
Eaton Vance Total Return Bond ETF
EVTR
$5.3B
$10.2K ﹤0.01%
200
IVW icon
1119
iShares S&P 500 Growth ETF
IVW
$73.2B
$10.2K ﹤0.01%
90
AME icon
1120
Ametek
AME
$51.9B
$10.1K ﹤0.01%
47
+27
JLL icon
1121
Jones Lang LaSalle
JLL
$13.7B
$10K ﹤0.01%
33
FIBK icon
1122
First Interstate BancSystem
FIBK
$3.46B
$10K ﹤0.01%
300
TMDX icon
1123
Transmedics
TMDX
$2.4B
$9.94K ﹤0.01%
100
TM icon
1124
Toyota
TM
$231B
$9.89K ﹤0.01%
48
+5
PEBO icon
1125
Peoples Bancorp
PEBO
$1.26B
$9.86K ﹤0.01%
300