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

Top Sells

1
+$5.53M
2
+$5.04M
3
+$4.11M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.06M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.26M

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
CHRW icon
1476
C.H. Robinson
CHRW
$21.8B
$2.83K ﹤0.01%
+17
TFSL icon
1477
TFS Financial
TFSL
$4.6B
$2.81K ﹤0.01%
200
-300
RWT
1478
Redwood Trust
RWT
$662M
$2.81K ﹤0.01%
500
TMC icon
1479
TMC The Metals Company
TMC
$2.27B
$2.8K ﹤0.01%
+600
SWK icon
1480
Stanley Black & Decker
SWK
$12.2B
$2.77K ﹤0.01%
39
NJR icon
1481
New Jersey Resources
NJR
$5.6B
$2.77K ﹤0.01%
+50
WCN
1482
Waste Connections
WCN
$39.6B
$2.76K ﹤0.01%
17
AIR icon
1483
AAR Corp
AIR
$4.63B
$2.74K ﹤0.01%
+25
SIMS icon
1484
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.88M
$2.73K ﹤0.01%
65
RSSB icon
1485
Return Stacked Global Stocks & Bonds ETF
RSSB
$493M
$2.72K ﹤0.01%
100
HSY icon
1486
Hershey
HSY
$37.5B
$2.7K ﹤0.01%
13
+7
RCS
1487
PIMCO Strategic Income Fund
RCS
$256M
$2.7K ﹤0.01%
500
RMD icon
1488
ResMed
RMD
$28.6B
$2.69K ﹤0.01%
12
+8
PBE icon
1489
Invesco Biotechnology & Genome ETF
PBE
$260M
$2.69K ﹤0.01%
34
IHI icon
1490
iShares US Medical Devices ETF
IHI
$3.09B
$2.67K ﹤0.01%
50
-210
SOLS
1491
Solstice Advanced Materials
SOLS
$13B
$2.67K ﹤0.01%
35
POWR
1492
iShares U.S. Power Infrastructure ETF
POWR
$372M
$2.62K ﹤0.01%
+100
CHD icon
1493
Church & Dwight Co
CHD
$22.8B
$2.61K ﹤0.01%
28
+15
HOOD icon
1494
Robinhood
HOOD
$73.8B
$2.56K ﹤0.01%
37
+4
KGC icon
1495
Kinross Gold
KGC
$31.5B
$2.56K ﹤0.01%
84
-11,576
PCAR icon
1496
PACCAR
PCAR
$61.9B
$2.54K ﹤0.01%
22
+9
XAR icon
1497
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.16B
$2.54K ﹤0.01%
10
-5
NWBI icon
1498
Northwest Bancshares
NWBI
$2.08B
$2.54K ﹤0.01%
200
MCHP icon
1499
Microchip Technology
MCHP
$49.2B
$2.52K ﹤0.01%
39
-154
GECC icon
1500
Great Elm Capital Corp
GECC
$86.4M
$2.5K ﹤0.01%
500
58 59
60
61 62