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
SQM icon
501
Sociedad Química y Minera de Chile
SQM
$20.1B
$76.7K 0.02%
+1,115
RTX icon
502
RTX Corp
RTX
$282B
$75.9K 0.02%
+414
LULU icon
503
lululemon athletica
LULU
$20B
$75.6K 0.02%
+364
TRV icon
504
Travelers Companies
TRV
$66.2B
$75.5K 0.02%
+260
VTIP icon
505
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.2B
$75.4K 0.02%
+1,524
VIOG icon
506
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$850M
$75.3K 0.02%
+621
SHYG icon
507
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$74.8K 0.02%
+1,745
BAC icon
508
Bank of America
BAC
$349B
$74.7K 0.02%
+1,359
SPYD icon
509
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$74.2K 0.02%
+1,715
ONON icon
510
On Holding
ONON
$13.7B
$74K 0.02%
+1,593
MORT icon
511
VanEck Mortgage REIT Income ETF
MORT
$390M
$74K 0.02%
+7,043
OGN icon
512
Organon & Co
OGN
$1.71B
$73.9K 0.02%
10,311
-1,516
GM icon
513
General Motors
GM
$68B
$73.9K 0.02%
+908
RFLR
514
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$59.5M
$73.7K 0.02%
+2,588
SLM icon
515
SLM Corp
SLM
$3.78B
$73.1K 0.02%
+2,700
COLB icon
516
Columbia Banking Systems
COLB
$8.07B
$73K 0.02%
+2,611
ISRG icon
517
Intuitive Surgical
ISRG
$174B
$72.5K 0.02%
+128
KBWD icon
518
Invesco KBW High Dividend Yield Financial ETF
KBWD
$430M
$72.4K 0.02%
5,295
-42,709
DDEC icon
519
FT Vest US Equity Deep Buffer ETF December
DDEC
$410M
$72.1K 0.02%
+1,600
VCR icon
520
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$72.1K 0.02%
+183
SPSB icon
521
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
$72K 0.02%
+2,385
CLOU icon
522
Global X Cloud Computing ETF
CLOU
$218M
$71.8K 0.02%
+3,175
DHS icon
523
WisdomTree US High Dividend Fund
DHS
$1.43B
$71.3K 0.02%
+700
IEI icon
524
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$70.1K 0.02%
+588
ZIM icon
525
ZIM Integrated Shipping Services
ZIM
$3.35B
$69.6K 0.02%
+3,279