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
FXH icon
1426
First Trust Health Care AlphaDEX Fund
FXH
$881M
$3.4K ﹤0.01%
31
SKM icon
1427
SK Telecom
SKM
$14.4B
$3.4K ﹤0.01%
116
CNI icon
1428
Canadian National Railway
CNI
$73B
$3.39K ﹤0.01%
33
AGIO icon
1429
Agios Pharmaceuticals
AGIO
$1.69B
$3.38K ﹤0.01%
100
CMRE icon
1430
Costamare
CMRE
$1.94B
$3.38K ﹤0.01%
200
HAS icon
1431
Hasbro
HAS
$12B
$3.37K ﹤0.01%
36
HPE icon
1432
Hewlett Packard
HPE
$65.4B
$3.35K ﹤0.01%
140
+10
ABR icon
1433
Arbor Realty Trust
ABR
$1.02B
$3.33K ﹤0.01%
433
+17
DLTR icon
1434
Dollar Tree
DLTR
$21B
$3.29K ﹤0.01%
30
+16
SCI icon
1435
Service Corp International
SCI
$9.74B
$3.27K ﹤0.01%
40
+1
ELV icon
1436
Elevance Health
ELV
$90.4B
$3.27K ﹤0.01%
11
KSS icon
1437
Kohl's
KSS
$1.72B
$3.26K ﹤0.01%
250
APO icon
1438
Apollo Global Management
APO
$73.1B
$3.23K ﹤0.01%
29
+24
NUE icon
1439
Nucor
NUE
$58.5B
$3.22K ﹤0.01%
19
LX
1440
LexinFintech Holdings
LX
$343M
$3.22K ﹤0.01%
1,477
-180
TRN icon
1441
Trinity Industries
TRN
$2.6B
$3.22K ﹤0.01%
100
FXN icon
1442
First Trust Energy AlphaDEX Fund
FXN
$1.25B
$3.21K ﹤0.01%
143
RRX icon
1443
Regal Rexnord
RRX
$13.6B
$3.21K ﹤0.01%
17
PBR icon
1444
Petrobras
PBR
$115B
$3.2K ﹤0.01%
+154
NYC
1445
American Strategic Investment Co
NYC
$24.8M
$3.19K ﹤0.01%
375
SNDK
1446
Sandisk
SNDK
$231B
$3.18K ﹤0.01%
+5
HUBS icon
1447
HubSpot
HUBS
$10.9B
$3.17K ﹤0.01%
13
DXJ icon
1448
WisdomTree Japan Hedged Equity Fund
DXJ
$6.81B
$3.17K ﹤0.01%
20
LAMR icon
1449
Lamar Advertising Co
LAMR
$15.4B
$3.17K ﹤0.01%
25
HODL icon
1450
VanEck Bitcoin Trust
HODL
$1.02B
$3.16K ﹤0.01%
165
-450