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
ALLW
1276
SPDR Bridgewater All Weather ETF
ALLW
$675M
$3.07K ﹤0.01%
+110
LAMR icon
1277
Lamar Advertising Co
LAMR
$13.5B
$3.06K ﹤0.01%
+25
FDRR icon
1278
Fidelity Dividend ETF for Rising Rates
FDRR
$656M
$3.05K ﹤0.01%
+52
NIO icon
1279
NIO
NIO
$12.7B
$3.05K ﹤0.01%
+400
TXT icon
1280
Textron
TXT
$14.7B
$3.04K ﹤0.01%
+36
FTRI icon
1281
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$102M
$3.04K ﹤0.01%
+200
FFEB icon
1282
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$3.03K ﹤0.01%
+55
IBKR icon
1283
Interactive Brokers
IBKR
$28.7B
$3.03K ﹤0.01%
+44
SEVN
1284
Seven Hills Realty Trust
SEVN
$130M
$3.01K ﹤0.01%
+292
EAOR icon
1285
iShares ESG Aware Growth Allocation ETF
EAOR
$25.8M
$3.01K ﹤0.01%
+86
NET icon
1286
Cloudflare
NET
$70.4B
$3K ﹤0.01%
+14
SID icon
1287
Companhia Siderúrgica Nacional
SID
$2.17B
$3K ﹤0.01%
+2,000
WCN icon
1288
Waste Connections
WCN
$44.3B
$2.99K ﹤0.01%
+17
SNPS icon
1289
Synopsys
SNPS
$89B
$2.96K ﹤0.01%
+6
PHB icon
1290
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$395M
$2.95K ﹤0.01%
+159
FMAY icon
1291
FT Vest US Equity Buffer ETF May
FMAY
$1.03B
$2.93K ﹤0.01%
+56
FNOV icon
1292
FT Vest US Equity Buffer ETF November
FNOV
$1.01B
$2.91K ﹤0.01%
+55
FAUG icon
1293
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
$2.91K ﹤0.01%
+56
VCRB icon
1294
Vanguard Core Bond ETF
VCRB
$4.37B
$2.9K ﹤0.01%
+37
SWK icon
1295
Stanley Black & Decker
SWK
$11.2B
$2.9K ﹤0.01%
+39
RWT
1296
Redwood Trust
RWT
$716M
$2.9K ﹤0.01%
+500
CDW icon
1297
CDW
CDW
$19B
$2.89K ﹤0.01%
+18
ATHM icon
1298
Autohome
ATHM
$2.83B
$2.85K ﹤0.01%
+100
FIG
1299
Figma
FIG
$18.8B
$2.85K ﹤0.01%
+55
RNG icon
1300
RingCentral
RNG
$2.57B
$2.83K ﹤0.01%
+100
50 51
52
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