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
FNB icon
576
FNB Corp
FNB
$5.8B
$58.2K 0.01%
+3,402
IJR icon
577
iShares Core S&P Small-Cap ETF
IJR
$91.7B
$57.9K 0.01%
+482
IBND icon
578
SPDR Bloomberg International Corporate Bond ETF
IBND
$487M
$57.7K 0.01%
+1,796
CPA icon
579
Copa Holdings
CPA
$5.1B
$57.3K 0.01%
+475
RCL icon
580
Royal Caribbean
RCL
$75.7B
$57.2K 0.01%
+205
BEP icon
581
Brookfield Renewable
BEP
$9.18B
$57.2K 0.01%
+2,120
JSMD icon
582
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$803M
$57.1K 0.01%
+700
CVS icon
583
CVS Health
CVS
$99B
$57K 0.01%
+718
BTAL icon
584
AGF US Market Neutral Anti-Beta Fund
BTAL
$396M
$56.6K 0.01%
+3,932
SHW icon
585
Sherwin-Williams
SHW
$81.3B
$56.4K 0.01%
+174
IJJ icon
586
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$56.4K 0.01%
+428
NAPR icon
587
Innovator Growth-100 Power Buffer ETF April
NAPR
$178M
$56.1K 0.01%
+1,044
FNDF icon
588
Schwab Fundamental International Large Company Index ETF
FNDF
$21.4B
$55.7K 0.01%
+1,233
AWP
589
abrdn Global Premier Properties Fund
AWP
$348M
$55.4K 0.01%
4,813
-435
KOF icon
590
Coca-Cola Femsa
KOF
$21.6B
$55.4K 0.01%
+585
QUS icon
591
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.55B
$55.4K 0.01%
+318
IXN icon
592
iShares Global Tech ETF
IXN
$6.4B
$54.8K 0.01%
+522
IXJ icon
593
iShares Global Healthcare ETF
IXJ
$3.99B
$54.7K 0.01%
+562
CCD
594
Calamos Dynamic Convertible & Income Fund
CCD
$607M
$54.7K 0.01%
+2,620
EWT icon
595
iShares MSCI Taiwan ETF
EWT
$8B
$54.6K 0.01%
+860
IWY icon
596
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$54.6K 0.01%
+197
EWJ icon
597
iShares MSCI Japan ETF
EWJ
$18.6B
$53.9K 0.01%
+667
FDND icon
598
FT Vest Dow Jones Internet & Target Income ETF
FDND
$9.13M
$53.6K 0.01%
+2,382
ECAT icon
599
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.44B
$53.1K 0.01%
+3,450
CVMC icon
600
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$84.5M
$52.9K 0.01%
+825