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
PXF icon
551
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.52B
$63.8K 0.01%
+973
JMSI icon
552
JPMorgan Sustainable Municipal Income ETF
JMSI
$359M
$63.7K 0.01%
+1,265
HCA icon
553
HCA Healthcare
HCA
$119B
$63.5K 0.01%
+136
TMFC icon
554
Motley Fool 100 Index ETF
TMFC
$1.87B
$63.5K 0.01%
+885
SPOK icon
555
Spok Holdings
SPOK
$258M
$63.3K 0.01%
+4,801
THQ
556
abrdn Healthcare Opportunities Fund
THQ
$759M
$63.1K 0.01%
3,301
-24,689
INCY icon
557
Incyte
INCY
$19.1B
$62.9K 0.01%
+637
GREK icon
558
Global X MSCI Greece ETF
GREK
$318M
$62.5K 0.01%
+949
ZM icon
559
Zoom
ZM
$22.8B
$61.4K 0.01%
+711
CTO
560
CTO Realty Growth
CTO
$644M
$61.1K 0.01%
3,317
-9,903
FNDX icon
561
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
$61.1K 0.01%
+2,244
SHLD icon
562
Global X Defense Tech ETF
SHLD
$7.76B
$60.8K 0.01%
+939
KAPR icon
563
Innovator US Small Cap Power Buffer ETF April
KAPR
$155M
$60.3K 0.01%
+1,716
UVV icon
564
Universal Corp
UVV
$1.32B
$59.9K 0.01%
+1,135
PAYX icon
565
Paychex
PAYX
$36.2B
$59.8K 0.01%
+533
DUHP icon
566
Dimensional US High Profitability ETF
DUHP
$10.7B
$59.7K 0.01%
+1,569
TSN icon
567
Tyson Foods
TSN
$21.6B
$59.6K 0.01%
+1,017
MFC icon
568
Manulife Financial
MFC
$56.5B
$59.6K 0.01%
+1,643
GSL icon
569
Global Ship Lease
GSL
$1.39B
$59.6K 0.01%
+1,700
SRLN icon
570
State Street Blackstone Senior Loan ETF
SRLN
$5.52B
$59.1K 0.01%
+1,433
XLY icon
571
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
$58.8K 0.01%
+492
SCHF icon
572
Schwab International Equity ETF
SCHF
$58.3B
$58.7K 0.01%
+2,443
XLF icon
573
State Street Financial Select Sector SPDR ETF
XLF
$49.5B
$58.5K 0.01%
+1,068
BTI icon
574
British American Tobacco
BTI
$126B
$58.5K 0.01%
+1,033
IYE icon
575
iShares US Energy ETF
IYE
$1.46B
$58.4K 0.01%
+1,229
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