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
COP icon
401
ConocoPhillips
COP
$143B
$119K 0.03%
1,266
-1,533
JHG icon
402
Janus Henderson
JHG
$7.91B
$118K 0.03%
+2,489
DOGG icon
403
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$58.2M
$117K 0.03%
+5,640
REM icon
404
iShares Mortgage Real Estate ETF
REM
$578M
$117K 0.03%
+5,268
VNM icon
405
VanEck Vietnam ETF
VNM
$594M
$115K 0.02%
+6,045
WM icon
406
Waste Management
WM
$99.2B
$115K 0.02%
+523
VGT icon
407
Vanguard Information Technology ETF
VGT
$108B
$115K 0.02%
+152
MGV icon
408
Vanguard Mega Cap Value ETF
MGV
$11.3B
$114K 0.02%
+811
VPU icon
409
Vanguard Utilities ETF
VPU
$8.64B
$114K 0.02%
+617
USB icon
410
US Bancorp
USB
$81.4B
$113K 0.02%
+2,118
CERY
411
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$911M
$113K 0.02%
+3,942
HRTG icon
412
Heritage Insurance Holdings
HRTG
$831M
$112K 0.02%
+3,844
FLGB icon
413
Franklin FTSE United Kingdom ETF
FLGB
$956M
$112K 0.02%
+3,325
IGRO icon
414
iShares International Dividend Growth ETF
IGRO
$1.19B
$112K 0.02%
+1,351
DELL icon
415
Dell
DELL
$97.1B
$112K 0.02%
+887
PECO icon
416
Phillips Edison & Co
PECO
$4.87B
$112K 0.02%
+3,137
EFA icon
417
iShares MSCI EAFE ETF
EFA
$72.5B
$112K 0.02%
+1,162
TSM icon
418
TSMC
TSM
$1.76T
$111K 0.02%
+366
GDX icon
419
VanEck Gold Miners ETF
GDX
$32B
$111K 0.02%
+1,294
IHAK icon
420
iShares Cybersecurity and Tech ETF
IHAK
$738M
$111K 0.02%
+2,305
BXP icon
421
Boston Properties
BXP
$8.4B
$111K 0.02%
+1,641
FDIS icon
422
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$110K 0.02%
+1,076
IEP icon
423
Icahn Enterprises
IEP
$4.87B
$110K 0.02%
14,535
-4,610
BITO icon
424
ProShares Bitcoin Strategy ETF
BITO
$1.86B
$109K 0.02%
8,997
-31,064
KMI icon
425
Kinder Morgan
KMI
$74.7B
$109K 0.02%
+3,959
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