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
RR icon
1776
Richtech Robotics
RR
$610M
$167 ﹤0.01%
80
SE icon
1777
Sea Limited
SE
$56.4B
$166 ﹤0.01%
+2
PHG icon
1778
Philips
PHG
$24.7B
$164 ﹤0.01%
+6
THO icon
1779
Thor Industries
THO
$3.94B
$160 ﹤0.01%
2
SNN icon
1780
Smith & Nephew
SNN
$13.1B
$159 ﹤0.01%
+5
QRVO icon
1781
Qorvo
QRVO
$9.15B
$155 ﹤0.01%
+2
FFLC icon
1782
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.18B
$154 ﹤0.01%
+3
MOS icon
1783
The Mosaic Company
MOS
$7.28B
$153 ﹤0.01%
+6
STAG icon
1784
STAG Industrial
STAG
$7.08B
$146 ﹤0.01%
4
-301
H icon
1785
Hyatt Hotels
H
$17.8B
$144 ﹤0.01%
1
AER icon
1786
AerCap
AER
$21.5B
$137 ﹤0.01%
+1
ENLT icon
1787
Enlight Renewable Energy
ENLT
$13.2B
$137 ﹤0.01%
+2
QQQG
1788
Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
QQQG
$14.6M
$135 ﹤0.01%
6
+5
SIGA icon
1789
SIGA Technologies
SIGA
$318M
$134 ﹤0.01%
25
PATH icon
1790
UiPath
PATH
$6.07B
$133 ﹤0.01%
12
-30
TEI
1791
Templeton Emerging Markets Income Fund
TEI
$298M
$132 ﹤0.01%
22
MBS icon
1792
Angel Oak Mortgage-Backed Securities ETF
MBS
$147M
$131 ﹤0.01%
15
SLVM icon
1793
Sylvamo
SLVM
$1.54B
$130 ﹤0.01%
3
FER icon
1794
Ferrovial N.V. Ordinary Shares
FER
$47.6B
$130 ﹤0.01%
+2
QS icon
1795
QuantumScape Corp
QS
$5.59B
$128 ﹤0.01%
20
AIS
1796
VistaShares Artificial Intelligence Supercycle ETF
AIS
$730M
$126 ﹤0.01%
+3
ILMN icon
1797
Illumina
ILMN
$25.4B
$123 ﹤0.01%
+1
DG icon
1798
Dollar General
DG
$22.8B
$119 ﹤0.01%
1
-1
DXC icon
1799
DXC Technology
DXC
$1.55B
$101 ﹤0.01%
8
DUOL icon
1800
Duolingo
DUOL
$5.09B
$99 ﹤0.01%
1
70 71
72
73 74