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
NBIS
1276
Nebius Group N.V.
NBIS
$57.8B
$5.5K ﹤0.01%
53
+50
UPWK icon
1277
Upwork
UPWK
$1.08B
$5.48K ﹤0.01%
500
ACGL icon
1278
Arch Capital
ACGL
$31.9B
$5.47K ﹤0.01%
57
XJH icon
1279
iShares ESG Screened S&P Mid-Cap ETF
XJH
$391M
$5.44K ﹤0.01%
120
UPST icon
1280
Upstart Holdings
UPST
$2.85B
$5.44K ﹤0.01%
212
VFC icon
1281
VF Corp
VFC
$6.5B
$5.44K ﹤0.01%
320
XJR icon
1282
iShares ESG Screened S&P Small-Cap ETF
XJR
$139M
$5.36K ﹤0.01%
123
CURI icon
1283
CuriosityStream
CURI
$164M
$5.33K ﹤0.01%
1,800
LC icon
1284
LendingClub
LC
$1.98B
$5.3K ﹤0.01%
370
MEDP icon
1285
Medpace
MEDP
$13B
$5.28K ﹤0.01%
+11
BUI icon
1286
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$670M
$5.28K ﹤0.01%
200
KOMP icon
1287
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.79B
$5.26K ﹤0.01%
90
-106
LQDH icon
1288
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$512M
$5.26K ﹤0.01%
57
XOEX
1289
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$227M
$5.25K ﹤0.01%
148
BMVP icon
1290
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$101M
$5.24K ﹤0.01%
105
HFWA icon
1291
Heritage Financial
HFWA
$1.15B
$5.2K ﹤0.01%
200
QFIN icon
1292
Qfin Holdings
QFIN
$1.77B
$5.19K ﹤0.01%
402
-95
KBH icon
1293
KB Home
KBH
$3.26B
$5.17K ﹤0.01%
100
XSHD icon
1294
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.3M
$5.16K ﹤0.01%
393
SNPS icon
1295
Synopsys
SNPS
$89B
$5.15K ﹤0.01%
13
+5
PFGC icon
1296
Performance Food Group
PFGC
$15.3B
$5.14K ﹤0.01%
60
RZLV
1297
Rezolve AI
RZLV
$917M
$5.12K ﹤0.01%
+2,000
SNY icon
1298
Sanofi
SNY
$108B
$5.11K ﹤0.01%
106
+12
PSCI icon
1299
Invesco S&P SmallCap Industrials ETF
PSCI
$176M
$5.1K ﹤0.01%
33
LOPE icon
1300
Grand Canyon Education
LOPE
$4.05B
$5.1K ﹤0.01%
+30