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
TXT icon
1451
Textron
TXT
$16B
$3.15K ﹤0.01%
36
COR icon
1452
Cencora
COR
$54B
$3.14K ﹤0.01%
10
IWC icon
1453
iShares Micro-Cap ETF
IWC
$1.39B
$3.1K ﹤0.01%
19
PLOW icon
1454
Douglas Dynamics
PLOW
$1.03B
$3.07K ﹤0.01%
73
FFEB icon
1455
FT Vest US Equity Buffer ETF February
FFEB
$1.34B
$3.07K ﹤0.01%
55
PDD icon
1456
Pinduoduo
PDD
$122B
$3.06K ﹤0.01%
30
+24
FDRR icon
1457
Fidelity Dividend ETF for Rising Rates
FDRR
$723M
$3.06K ﹤0.01%
52
ORLY icon
1458
O'Reilly Automotive
ORLY
$74.3B
$3.05K ﹤0.01%
33
+20
BAX icon
1459
Baxter International
BAX
$10.1B
$3.04K ﹤0.01%
181
HLT icon
1460
Hilton Worldwide
HLT
$77.9B
$3.04K ﹤0.01%
10
+4
ARKW icon
1461
ARK Web x.0 ETF
ARKW
$1.67B
$3.02K ﹤0.01%
25
EAOR icon
1462
iShares ESG Aware Growth Allocation ETF
EAOR
$31.9M
$2.99K ﹤0.01%
86
CRCT icon
1463
Cricut
CRCT
$892M
$2.99K ﹤0.01%
800
DAPP icon
1464
VanEck Digital Transformation ETF
DAPP
$469M
$2.98K ﹤0.01%
200
FMAY icon
1465
FT Vest US Equity Buffer ETF May
FMAY
$1.21B
$2.96K ﹤0.01%
56
IBKR icon
1466
Interactive Brokers
IBKR
$37.4B
$2.95K ﹤0.01%
44
REFI
1467
Chicago Atlantic Real Estate Finance
REFI
$239M
$2.95K ﹤0.01%
250
APLD icon
1468
Applied Digital
APLD
$11.2B
$2.94K ﹤0.01%
124
+22
FNOV icon
1469
FT Vest US Equity Buffer ETF November
FNOV
$1.25B
$2.94K ﹤0.01%
55
FAUG icon
1470
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$2.9K ﹤0.01%
56
SANA icon
1471
Sana Biotechnology
SANA
$751M
$2.88K ﹤0.01%
1,000
KREF
1472
KKR Real Estate Finance Trust
KREF
$449M
$2.87K ﹤0.01%
450
IFLN
1473
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$319M
$2.85K ﹤0.01%
159
QTWO icon
1474
Q2 Holdings
QTWO
$2.81B
$2.84K ﹤0.01%
60
PICK icon
1475
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.07B
$2.83K ﹤0.01%
50