We are live on ! Find out more
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
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$460K 0.12%
+8,001
177
$457K 0.12%
1,449
+26
178
$455K 0.12%
5,876
+939
179
$454K 0.12%
7,903
+1,587
180
$453K 0.12%
2,444
-816
181
$451K 0.12%
3,324
+198
182
$443K 0.12%
+9,033
183
$438K 0.12%
+28,294
184
$437K 0.12%
2,117
-53
185
$435K 0.12%
1,543
+569
186
$435K 0.12%
+4,619
187
$427K 0.12%
6,720
-1,585
188
$424K 0.11%
1,397
+144
189
$420K 0.11%
14,519
-4,290
190
$417K 0.11%
8,700
+500
191
$414K 0.11%
9,594
-20,215
192
$413K 0.11%
+5,819
193
$410K 0.11%
17,522
-4,956
194
$410K 0.11%
1,464
+237
195
$409K 0.11%
3,410
+20
196
$405K 0.11%
17,343
+3,436
197
$405K 0.11%
4,003
+13
198
$396K 0.11%
+4,738
199
$395K 0.11%
13,751
+1,022
200
$395K 0.11%
+3,315
6 7
8
9 10