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
$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
LMND icon
476
Lemonade
LMND
$4.13B
$84.8K 0.02%
+1,191
CAG icon
477
Conagra Brands
CAG
$6.54B
$84.5K 0.02%
4,879
-21,098
IAT icon
478
iShares US Regional Banks ETF
IAT
$594M
$84.2K 0.02%
+1,526
IBIT icon
479
iShares Bitcoin Trust
IBIT
$67B
$84K 0.02%
+1,692
VHT icon
480
Vanguard Health Care ETF
VHT
$16.2B
$83.2K 0.02%
+289
VEA icon
481
Vanguard FTSE Developed Markets ETF
VEA
$227B
$81.8K 0.02%
+1,309
PRFZ icon
482
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$81.4K 0.02%
+1,774
FHN icon
483
First Horizon
FHN
$11.1B
$81.3K 0.02%
+3,400
REET icon
484
iShares Global REIT ETF
REET
$4.78B
$80.8K 0.02%
+3,239
SPMO icon
485
Invesco S&P 500 Momentum ETF
SPMO
$18.5B
$80.1K 0.02%
+671
UAL icon
486
United Airlines
UAL
$31.2B
$80K 0.02%
+715
OXLC
487
Oxford Lane Capital
OXLC
$1.01B
$79K 0.02%
+5,397
DSI icon
488
iShares MSCI KLD 400 Social ETF
DSI
$5.36B
$79K 0.02%
+613
VIOV icon
489
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.69B
$78.9K 0.02%
+807
XLU icon
490
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$78.9K 0.02%
+1,848
CAVA icon
491
CAVA Group
CAVA
$8.86B
$78.8K 0.02%
+1,342
FFIV icon
492
F5
FFIV
$20.2B
$78.6K 0.02%
+308
FSIG icon
493
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.51B
$78.4K 0.02%
+4,087
HWM icon
494
Howmet Aerospace
HWM
$109B
$78.1K 0.02%
+381
KT icon
495
KT
KT
$9.79B
$77.8K 0.02%
+4,100
FJAN icon
496
FT Vest US Equity Buffer ETF January
FJAN
$1.38B
$77.6K 0.02%
+1,500
VIS icon
497
Vanguard Industrials ETF
VIS
$7.78B
$77.6K 0.02%
+260
UPS icon
498
United Parcel Service
UPS
$83.7B
$77.6K 0.02%
782
-3,956
IXC icon
499
iShares Global Energy ETF
IXC
$2.69B
$77K 0.02%
+1,836
IEMG icon
500
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$76.8K 0.02%
+1,142
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