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
VRT icon
1326
Vertiv
VRT
$72.3B
$2.41K ﹤0.01%
+16
MPX icon
1327
Marine Products Corp
MPX
$305M
$2.41K ﹤0.01%
+272
SPTL icon
1328
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$2.4K ﹤0.01%
+89
RKLB icon
1329
Rocket Lab Corp
RKLB
$26.2B
$2.4K ﹤0.01%
+50
CARR icon
1330
Carrier Global
CARR
$45.7B
$2.39K ﹤0.01%
+40
HAIL icon
1331
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$21.5M
$2.38K ﹤0.01%
+67
PBE icon
1332
Invesco Biotechnology & Genome ETF
PBE
$257M
$2.38K ﹤0.01%
+34
MP icon
1333
MP Materials
MP
$11B
$2.35K ﹤0.01%
+35
TDY icon
1334
Teledyne Technologies
TDY
$24.5B
$2.34K ﹤0.01%
+4
ORI icon
1335
Old Republic International
ORI
$10.6B
$2.34K ﹤0.01%
+55
FXN icon
1336
First Trust Energy AlphaDEX Fund
FXN
$281M
$2.33K ﹤0.01%
+143
JPIN icon
1337
JPMorgan Diversified Return International Equity ETF
JPIN
$371M
$2.33K ﹤0.01%
+35
BBJP icon
1338
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$2.32K ﹤0.01%
+35
TSLX icon
1339
Sixth Street Specialty
TSLX
$2.11B
$2.29K ﹤0.01%
+100
PLOW icon
1340
Douglas Dynamics
PLOW
$733M
$2.28K ﹤0.01%
+73
XRT icon
1341
State Street SPDR S&P Retail ETF
XRT
$492M
$2.24K ﹤0.01%
+26
PICK icon
1342
iShares MSCI Global Metals & Mining Producers ETF
PICK
$919M
$2.23K ﹤0.01%
+50
STT icon
1343
State Street
STT
$34.5B
$2.22K ﹤0.01%
+19
XRMI icon
1344
Global X S&P 500 Risk Managed Income ETF
XRMI
$43.6M
$2.21K ﹤0.01%
+125
CBRL icon
1345
Cracker Barrel
CBRL
$620M
$2.2K ﹤0.01%
+50
CRK icon
1346
Comstock Resources
CRK
$8.02B
$2.16K ﹤0.01%
+109
MSOS icon
1347
AdvisorShares Pure US Cannabis ETF
MSOS
$718M
$2.16K ﹤0.01%
+451
EXPE icon
1348
Expedia Group
EXPE
$32.3B
$2.15K ﹤0.01%
+10
UTF.RT
1349
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$2.13K ﹤0.01%
+27,292
FTGC icon
1350
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
$2.1K ﹤0.01%
+81
52 53
54
55 56