TCM

Triumph Capital Management Portfolio holdings

AUM $333M
This Quarter Return
+0.44%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
10 Year Return
AUM
$256M
AUM Growth
+$256M
Cap. Flow
+$12.3M
Cap. Flow %
4.82%
Top 10 Hldgs %
30.63%
Holding
284
New
59
Increased
101
Reduced
78
Closed
44
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JXN icon
151
Jackson Financial
JXN
$6.74B
$396K 0.15%
5,336
-287
-5% -$21.3K
XME icon
152
SPDR S&P Metals & Mining ETF
XME
$2.28B
$395K 0.15%
6,659
-226
-3% -$13.4K
VZ icon
153
Verizon
VZ
$184B
$390K 0.15%
9,458
+915
+11% +$37.7K
NU icon
154
Nu Holdings
NU
$72B
$383K 0.15%
29,683
+894
+3% +$11.5K
PAVE icon
155
Global X US Infrastructure Development ETF
PAVE
$9.25B
$379K 0.15%
10,213
+839
+9% +$31.1K
TWLO icon
156
Twilio
TWLO
$16.1B
$375K 0.15%
6,608
+2,842
+75% +$161K
INMD icon
157
InMode
INMD
$917M
$374K 0.15%
+20,505
New +$374K
MELI icon
158
Mercado Libre
MELI
$120B
$371K 0.15%
226
+46
+26% +$75.6K
LQDW icon
159
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$262M
$370K 0.14%
13,132
+3,306
+34% +$93.2K
ARI
160
Apollo Commercial Real Estate
ARI
$1.49B
$350K 0.14%
34,506
+5,068
+17% +$51.4K
ATSG
161
DELISTED
Air Transport Services Group, Inc.
ATSG
$337K 0.13%
24,300
-500
-2% -$6.94K
BX icon
162
Blackstone
BX
$131B
$336K 0.13%
2,717
+2
+0.1% +$248
TWO
163
Two Harbors Investment
TWO
$1.05B
$336K 0.13%
25,437
+1,946
+8% +$25.7K
XLE icon
164
Energy Select Sector SPDR Fund
XLE
$27.1B
$334K 0.13%
3,660
-14,388
-80% -$1.31M
BOTZ icon
165
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.81B
$331K 0.13%
10,699
+404
+4% +$12.5K
GM icon
166
General Motors
GM
$55B
$328K 0.13%
+7,061
New +$328K
CAG icon
167
Conagra Brands
CAG
$9.19B
$326K 0.13%
11,478
+225
+2% +$6.4K
CORP icon
168
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.32B
$323K 0.13%
3,401
-683
-17% -$64.9K
GJAN icon
169
FT Vest US Equity Moderate Buffer ETF January
GJAN
$368M
$322K 0.13%
8,725
-184
-2% -$6.79K
PSFF icon
170
Pacer Swan SOS Fund of Funds ETF
PSFF
$500M
$307K 0.12%
11,055
+2,174
+24% +$60.4K
MAIN icon
171
Main Street Capital
MAIN
$5.87B
$306K 0.12%
+6,052
New +$306K
KREF
172
KKR Real Estate Finance Trust
KREF
$627M
$305K 0.12%
32,751
+12,676
+63% +$118K
CRM icon
173
Salesforce
CRM
$245B
$296K 0.12%
+1,150
New +$296K
NAPR icon
174
Innovator Growth-100 Power Buffer ETF April
NAPR
$225M
$291K 0.11%
+6,109
New +$291K
FOUR icon
175
Shift4
FOUR
$6.06B
$287K 0.11%
+3,915
New +$287K