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
LUMN icon
1551
Lumen
LUMN
$9.93B
$1.76K ﹤0.01%
254
KKR icon
1552
KKR & Co
KKR
$84.8B
$1.76K ﹤0.01%
19
+15
USAR
1553
USA Rare Earth Inc
USAR
$5.46B
$1.74K ﹤0.01%
115
+15
ATHM icon
1554
Autohome
ATHM
$1.99B
$1.74K ﹤0.01%
100
INTR icon
1555
Inter&Co
INTR
$2.57B
$1.73K ﹤0.01%
217
-210
LYG icon
1556
Lloyds Banking Group
LYG
$78.4B
$1.73K ﹤0.01%
343
+207
DOL icon
1557
WisdomTree True Developed International Fund
DOL
$817M
$1.7K ﹤0.01%
+25
RYAAY icon
1558
Ryanair
RYAAY
$29.8B
$1.68K ﹤0.01%
29
+2
IYF icon
1559
iShares US Financials ETF
IYF
$3.58B
$1.65K ﹤0.01%
14
-105
PFEB icon
1560
Innovator US Equity Power Buffer ETF February
PFEB
$932M
$1.64K ﹤0.01%
41
VMC icon
1561
Vulcan Materials
VMC
$36.8B
$1.63K ﹤0.01%
6
+5
FLO icon
1562
Flowers Foods
FLO
$1.59B
$1.63K ﹤0.01%
200
STLD icon
1563
Steel Dynamics
STLD
$39.4B
$1.63K ﹤0.01%
9
ICMB icon
1564
Investcorp Credit Management BDC
ICMB
$17.2M
$1.62K ﹤0.01%
1,000
ON icon
1565
ON Semiconductor
ON
$47.4B
$1.61K ﹤0.01%
26
+7
VIOO icon
1566
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.86B
$1.61K ﹤0.01%
14
MSOS icon
1567
AdvisorShares Pure US Cannabis ETF
MSOS
$1.14B
$1.6K ﹤0.01%
451
OSIS icon
1568
OSI Systems
OSIS
$3.43B
$1.59K ﹤0.01%
6
FANG icon
1569
Diamondback Energy
FANG
$56.4B
$1.58K ﹤0.01%
8
+5
EXPD icon
1570
Expeditors International
EXPD
$21.1B
$1.58K ﹤0.01%
+11
BFH icon
1571
Bread Financial
BFH
$3.7B
$1.57K ﹤0.01%
+21
ZWS icon
1572
Zurn Elkay Water Solutions
ZWS
$7.93B
$1.54K ﹤0.01%
34
APTV icon
1573
Aptiv
APTV
$15.3B
$1.53K ﹤0.01%
22
+5
BSM icon
1574
Black Stone Minerals
BSM
$2.93B
$1.51K ﹤0.01%
100
BBH icon
1575
VanEck Biotech ETF
BBH
$370M
$1.5K ﹤0.01%
8