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
ZETA icon
1601
Zeta Global
ZETA
$5.77B
$1.26K ﹤0.01%
+79
ONEZ
1602
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$337M
$1.25K ﹤0.01%
50
SUSC icon
1603
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.43B
$1.25K ﹤0.01%
54
-231
BKUI icon
1604
BNY Mellon Ultra Short Income ETF
BKUI
$571M
$1.25K ﹤0.01%
25
PD icon
1605
PagerDuty
PD
$733M
$1.24K ﹤0.01%
200
DHI icon
1606
D.R. Horton
DHI
$41B
$1.24K ﹤0.01%
9
-34
ET icon
1607
Energy Transfer Partners
ET
$67.5B
$1.24K ﹤0.01%
64
GEOS icon
1608
Geospace Technologies
GEOS
$112M
$1.22K ﹤0.01%
100
PSLV icon
1609
Sprott Physical Silver Trust
PSLV
$14.9B
$1.22K ﹤0.01%
50
SOUN icon
1610
SoundHound AI
SOUN
$3.47B
$1.22K ﹤0.01%
177
+23
CRL icon
1611
Charles River Laboratories
CRL
$8.66B
$1.21K ﹤0.01%
7
AGNT
1612
eXp World Holdings
AGNT
$753M
$1.2K ﹤0.01%
200
MJ icon
1613
Amplify Alternative Harvest ETF
MJ
$134M
$1.2K ﹤0.01%
52
TTWO icon
1614
Take-Two Interactive
TTWO
$40.2B
$1.19K ﹤0.01%
6
+3
UAUG icon
1615
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
$1.18K ﹤0.01%
30
TJUL icon
1616
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$136M
$1.17K ﹤0.01%
40
CHIQ icon
1617
Global X MSCI China Consumer Discretionary ETF
CHIQ
$135M
$1.17K ﹤0.01%
59
PGY icon
1618
Pagaya Technologies
PGY
$1.28B
$1.17K ﹤0.01%
100
KARS icon
1619
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$104M
$1.16K ﹤0.01%
36
VGLT icon
1620
Vanguard Long-Term Treasury ETF
VGLT
$9.99B
$1.16K ﹤0.01%
21
GRMN icon
1621
Garmin
GRMN
$45.9B
$1.16K ﹤0.01%
5
AXIA.PRC
1622
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$21.7B
$1.14K ﹤0.01%
104
LAC
1623
Lithium Americas
LAC
$1.79B
$1.13K ﹤0.01%
287
-110
PI icon
1624
Impinj
PI
$4.2B
$1.13K ﹤0.01%
11
AMZU icon
1625
Direxion Daily AMZN Bull 2X ETF
AMZU
$309M
$1.13K ﹤0.01%
42
+11
63 64
65
66 67