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
JKS
1301
JinkoSolar
JKS
$1.05B
$5.08K ﹤0.01%
200
GNR icon
1302
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.7B
$5.08K ﹤0.01%
+68
RNST icon
1303
Renasant Corp
RNST
$3.77B
$5.06K ﹤0.01%
140
APD icon
1304
Air Products & Chemicals
APD
$62.9B
$5.03K ﹤0.01%
17
+3
SU icon
1305
Suncor Energy
SU
$73.5B
$5.02K ﹤0.01%
76
+40
FSYD icon
1306
Fidelity Sustainable High Yield ETF
FSYD
$126M
$5.01K ﹤0.01%
104
SPIP icon
1307
State Street SPDR Portfolio TIPS ETF
SPIP
$997M
$4.99K ﹤0.01%
192
QQA
1308
Invesco QQQ Income Advantage ETF
QQA
$726M
$4.99K ﹤0.01%
100
CLF icon
1309
Cleveland-Cliffs
CLF
$7.72B
$4.99K ﹤0.01%
590
FLKR icon
1310
Franklin FTSE South Korea ETF
FLKR
$900M
$4.98K ﹤0.01%
+125
SPFF icon
1311
Global X SuperIncome Preferred ETF
SPFF
$142M
$4.98K ﹤0.01%
560
PANL icon
1312
Pangaea Logistics
PANL
$472M
$4.96K ﹤0.01%
700
NET icon
1313
Cloudflare
NET
$88.4B
$4.95K ﹤0.01%
24
+4
BXMX
1314
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
-18,132
IQHI icon
1315
IQ MacKay ESG High Income ETF
IQHI
$119M
$4.93K ﹤0.01%
191
IVZ icon
1316
Invesco
IVZ
$12.1B
$4.93K ﹤0.01%
203
NE icon
1317
Noble Corp
NE
$7.24B
$4.91K ﹤0.01%
+100
OC icon
1318
Owens Corning
OC
$9.6B
$4.91K ﹤0.01%
45
PCN
1319
PIMCO Corporate & Income Strategy Fund
PCN
$863M
$4.8K ﹤0.01%
400
BEN icon
1320
Franklin Resources
BEN
$16.3B
$4.79K ﹤0.01%
200
ALRS icon
1321
Alerus Financial
ALRS
$727M
$4.78K ﹤0.01%
200
MISL icon
1322
First Trust Indxx Aerospace & Defense ETF
MISL
$776M
$4.78K ﹤0.01%
107
ITW icon
1323
Illinois Tool Works
ITW
$72.7B
$4.77K ﹤0.01%
18
+1
CRSP icon
1324
CRISPR Therapeutics
CRSP
$5B
$4.76K ﹤0.01%
100
BIPC icon
1325
Brookfield Infrastructure
BIPC
$5.08B
$4.74K ﹤0.01%
120