TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.25M
3
+$4.16M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
WFC icon
Wells Fargo
WFC
+$3.2M

Top Sells

1
+$4.19M
2
+$2.67M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.51M
5
PLTR icon
Palantir
PLTR
+$1.2M

Sector Composition

1 Technology 10.28%
2 Financials 8.08%
3 Consumer Discretionary 3.76%
4 Healthcare 1.81%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
376
Home Depot
HD
$356B
$131K 0.03%
+380
RSP icon
377
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
$131K 0.03%
+683
PNC icon
378
PNC Financial Services
PNC
$83.1B
$130K 0.03%
+622
JAVA icon
379
JPMorgan Active Value ETF
JAVA
$5.78B
$129K 0.03%
+1,803
KEY icon
380
KeyCorp
KEY
$21.6B
$129K 0.03%
+6,242
ARGT icon
381
Global X MSCI Argentina ETF
ARGT
$765M
$128K 0.03%
+1,402
GWX icon
382
State Street SPDR S&P International Small Cap ETF
GWX
$862M
$128K 0.03%
+3,124
FLOT icon
383
iShares Floating Rate Bond ETF
FLOT
$9.21B
$127K 0.03%
+2,504
GRNY
384
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.03B
$126K 0.03%
+5,088
RAMP icon
385
LiveRamp
RAMP
$1.86B
$126K 0.03%
+4,282
VWO icon
386
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$124K 0.03%
+2,315
DJUL icon
387
FT Vest US Equity Deep Buffer ETF July
DJUL
$391M
$123K 0.03%
+2,595
DOW icon
388
Dow Inc
DOW
$23.9B
$123K 0.03%
+5,277
ADM icon
389
Archer Daniels Midland
ADM
$32.5B
$123K 0.03%
+2,143
SLQD icon
390
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$123K 0.03%
+2,427
PAVE icon
391
Global X US Infrastructure Development ETF
PAVE
$11.6B
$123K 0.03%
+2,570
AHR icon
392
American Healthcare REIT
AHR
$9.18B
$123K 0.03%
+2,609
COWZ icon
393
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$122K 0.03%
2,032
-5,871
NEE icon
394
NextEra Energy
NEE
$190B
$122K 0.03%
+1,520
QCOC
395
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$75.7M
$122K 0.03%
+5,426
SPTL icon
396
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$121K 0.03%
+4,568
ACWV icon
397
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.48B
$121K 0.03%
+1,016
NRG icon
398
NRG Energy
NRG
$33.1B
$120K 0.03%
+753
XMAR icon
399
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$163M
$120K 0.03%
3,000
-3,000
NOW icon
400
ServiceNow
NOW
$130B
$119K 0.03%
+775
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