TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.36M
3
+$3.89M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.41M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.89M

Top Sells

1
+$3.48M
2
+$2.78M
3
+$2.31M
4
CRWD icon
CrowdStrike
CRWD
+$1.41M
5
OXLC
Oxford Lane Capital
OXLC
+$1.34M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Consumer Discretionary 3.9%
4 Healthcare 2.54%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDXJ icon
1176
VanEck Junior Gold Miners ETF
GDXJ
$8.98B
$4.95K ﹤0.01%
+50
QBTS icon
1177
D-Wave Quantum
QBTS
$9.64B
$4.94K ﹤0.01%
+200
BIPC icon
1178
Brookfield Infrastructure
BIPC
$5.58B
$4.93K ﹤0.01%
+120
PSCI icon
1179
Invesco S&P SmallCap Industrials ETF
PSCI
$143M
$4.93K ﹤0.01%
+33
PCG icon
1180
PG&E
PCG
$33.3B
$4.9K ﹤0.01%
+325
HFWA icon
1181
Heritage Financial
HFWA
$820M
$4.84K ﹤0.01%
+200
CIO
1182
City Office REIT
CIO
$280M
$4.84K ﹤0.01%
+695
RIET icon
1183
Hoya Capital High Dividend Yield ETF
RIET
$94.9M
$4.82K ﹤0.01%
+500
JKS
1184
JinkoSolar
JKS
$1.25B
$4.81K ﹤0.01%
+200
RF icon
1185
Regions Financial
RF
$23B
$4.8K ﹤0.01%
+182
GUTS icon
1186
Fractyl Health
GUTS
$280M
$4.77K ﹤0.01%
+3,000
ROBT icon
1187
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$680M
$4.76K ﹤0.01%
+90
EMN icon
1188
Eastman Chemical
EMN
$7.02B
$4.73K ﹤0.01%
+75
JCI icon
1189
Johnson Controls International
JCI
$69.8B
$4.73K ﹤0.01%
+43
BEN icon
1190
Franklin Resources
BEN
$12.2B
$4.63K ﹤0.01%
+200
GSUS icon
1191
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.98B
$4.62K ﹤0.01%
+50
VFC icon
1192
VF Corp
VFC
$7.44B
$4.62K ﹤0.01%
+320
DEA
1193
Easterly Government Properties
DEA
$989M
$4.59K ﹤0.01%
+200
ONTF icon
1194
ON24
ONTF
$252M
$4.58K ﹤0.01%
+800
MMTM icon
1195
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$159M
$4.57K ﹤0.01%
+16
KDP icon
1196
Keurig Dr Pepper
KDP
$39B
$4.57K ﹤0.01%
+179
CB icon
1197
Chubb
CB
$116B
$4.53K ﹤0.01%
+16
BBHY icon
1198
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$644M
$4.51K ﹤0.01%
+96
VTRS icon
1199
Viatris
VTRS
$12.6B
$4.46K ﹤0.01%
+450
GNW icon
1200
Genworth Financial
GNW
$3.46B
$4.45K ﹤0.01%
+500
46 47
48
49 50