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
CTBI icon
1151
Community Trust Bancorp
CTBI
$1.23B
$8.57K ﹤0.01%
140
JIVE icon
1152
JPMorgan International Value ETF
JIVE
$2.72B
$8.56K ﹤0.01%
100
LVHD icon
1153
Franklin US Low Volatility High Dividend Index ETF
LVHD
$589M
$8.51K ﹤0.01%
200
CXSE icon
1154
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$503M
$8.51K ﹤0.01%
225
ESEA icon
1155
Euroseas
ESEA
$469M
$8.42K ﹤0.01%
126
DJIA icon
1156
Global X Dow 30 Covered Call ETF
DJIA
$175M
$8.42K ﹤0.01%
400
DECK icon
1157
Deckers Outdoor
DECK
$15B
$8.41K ﹤0.01%
84
GL icon
1158
Globe Life
GL
$12.4B
$8.35K ﹤0.01%
60
BR icon
1159
Broadridge
BR
$17.5B
$8.3K ﹤0.01%
51
+41
FITE
1160
State Street SPDR S&P Kensho Future Security ETF
FITE
$144M
$8.3K ﹤0.01%
97
ASTS icon
1161
AST SpaceMobile
ASTS
$28B
$8.29K ﹤0.01%
+100
MQY icon
1162
BlackRock MuniYield Quality Fund
MQY
$813M
$8.26K ﹤0.01%
748
PGF icon
1163
Invesco Financial Preferred ETF
PGF
$694M
$8.26K ﹤0.01%
600
FNCL icon
1164
Fidelity MSCI Financials Index ETF
FNCL
$2.2B
$8.21K ﹤0.01%
+117
PSCF icon
1165
Invesco S&P SmallCap Financials ETF
PSCF
$24.6M
$8.19K ﹤0.01%
144
BDX icon
1166
Becton Dickinson
BDX
$41.7B
$8.18K ﹤0.01%
52
+2
PII icon
1167
Polaris
PII
$3.76B
$8.18K ﹤0.01%
150
-150
WELL icon
1168
Welltower
WELL
$146B
$8.11K ﹤0.01%
41
+21
LIT icon
1169
Global X Lithium & Battery Tech ETF
LIT
$2.01B
$8.1K ﹤0.01%
109
AMBP icon
1170
Ardagh Metal Packaging
AMBP
$2.35B
$8.1K ﹤0.01%
2,000
MPT
1171
Medical Properties Trust
MPT
$2.98B
$8.1K ﹤0.01%
1,715
MSCI icon
1172
MSCI
MSCI
$44.8B
$8.09K ﹤0.01%
15
+8
GPC icon
1173
Genuine Parts
GPC
$13.5B
$8.01K ﹤0.01%
75
KRMN
1174
Karman Holdings
KRMN
$6.55B
$8.01K ﹤0.01%
+100
WAB icon
1175
Wabtec
WAB
$44.2B
$8K ﹤0.01%
32
-8