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
XRMI icon
1526
Global X S&P 500 Risk Managed Income ETF
XRMI
$49.8M
$2.11K ﹤0.01%
125
AMLP icon
1527
Alerian MLP ETF
AMLP
$12.4B
$2.11K ﹤0.01%
40
BN icon
1528
Brookfield
BN
$99.1B
$2.1K ﹤0.01%
52
+41
GWRE icon
1529
Guidewire Software
GWRE
$11.6B
$2.09K ﹤0.01%
+14
XRT icon
1530
State Street SPDR S&P Retail ETF
XRT
$625M
$2.09K ﹤0.01%
26
TRP icon
1531
TC Energy
TRP
$72B
$2.09K ﹤0.01%
+33
VRSK icon
1532
Verisk Analytics
VRSK
$23.9B
$2.09K ﹤0.01%
11
+6
HEAL
1533
Global X Funds Global X HealthTech ETF
HEAL
$25.4M
$2.05K ﹤0.01%
86
-20
EMBD icon
1534
Global X Emerging Markets Bond ETF
EMBD
$255M
$2.04K ﹤0.01%
87
ALGT icon
1535
Allegiant Air
ALGT
$2.23B
$2.03K ﹤0.01%
+25
PSEC icon
1536
Prospect Capital
PSEC
$1.14B
$1.99K ﹤0.01%
751
ADT icon
1537
ADT
ADT
$5.14B
$1.99K ﹤0.01%
300
JCPI icon
1538
JPMorgan Inflation Managed Bond ETF
JCPI
$837M
$1.98K ﹤0.01%
41
FSLR icon
1539
First Solar
FSLR
$30.1B
$1.97K ﹤0.01%
10
+1
MPX
1540
DELISTED
Marine Products Corp
MPX
$1.97K ﹤0.01%
271
SFM icon
1541
Sprouts Farmers Market
SFM
$7.73B
$1.93K ﹤0.01%
25
-2
VCSH icon
1542
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$1.9K ﹤0.01%
24
STM icon
1543
STMicroelectronics
STM
$63.3B
$1.9K ﹤0.01%
55
+15
PTGX icon
1544
Protagonist Therapeutics
PTGX
$6.35B
$1.9K ﹤0.01%
18
TSLX icon
1545
Sixth Street Specialty
TSLX
$1.65B
$1.84K ﹤0.01%
100
FLEX icon
1546
Flex
FLEX
$56.1B
$1.83K ﹤0.01%
28
+5
WAT icon
1547
Waters Corp
WAT
$36B
$1.79K ﹤0.01%
6
+5
OFS icon
1548
OFS Capital
OFS
$46M
$1.77K ﹤0.01%
500
MBI icon
1549
MBIA
MBI
$304M
$1.77K ﹤0.01%
300
PHYS icon
1550
Sprott Physical Gold
PHYS
$15.6B
$1.77K ﹤0.01%
50