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
TEM
1901
Tempus AI
TEM
$9.38B
– –
-20
HYBI
1902
NEOS Enhanced Income Credit Select ETF
HYBI
$226M
– –
-16,116
EXEEL
1903
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
– –
-1
IMSR
1904
Terrestrial Energy
IMSR
$929M
– –
-45
SMBS
1905
Schwab Mortgage-Backed Securities ETF
SMBS
$6.37B
– –
-1,218
SVA
1906
DELISTED
Sinovac Biotech, Ltd
SVA
$0 ﹤0.01%
+14
73 74 75 76
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