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
EUFN icon
626
iShares MSCI Europe Financials ETF
EUFN
$3.52B
$47.8K 0.01%
+1,290
KQQQ
627
Kurv Technology Titans Select ETF
KQQQ
$118M
$47.8K 0.01%
+1,702
KB icon
628
KB Financial Group
KB
$36.9B
$47.7K 0.01%
+554
AMAT icon
629
Applied Materials
AMAT
$344B
$47.6K 0.01%
+185
IYLD icon
630
iShares Morningstar Multi-Asset Income ETF
IYLD
$127M
$47.6K 0.01%
+2,223
SLV icon
631
iShares Silver Trust
SLV
$36.9B
$47.6K 0.01%
+739
OUSM icon
632
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$876M
$47.5K 0.01%
+1,087
PENN icon
633
PENN Entertainment
PENN
$2.15B
$47.2K 0.01%
+3,200
GSK icon
634
GSK
GSK
$99.9B
$47.2K 0.01%
+962
RIO icon
635
Rio Tinto
RIO
$168B
$47.1K 0.01%
+589
USMV icon
636
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$47.1K 0.01%
+500
PAMC icon
637
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$63M
$47K 0.01%
+1,009
MUB icon
638
iShares National Muni Bond ETF
MUB
$43.6B
$46.8K 0.01%
+437
USXF icon
639
iShares ESG Advanced MSCI USA ETF
USXF
$1.39B
$46.2K 0.01%
+803
WTPI
640
WisdomTree Equity Premium Income Fund
WTPI
$467M
$46.2K 0.01%
+1,400
ZFEB
641
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$163M
$46.1K 0.01%
+1,818
DRI icon
642
Darden Restaurants
DRI
$22.3B
$46K 0.01%
+250
VPC icon
643
Virtus Private Credit Strategy ETF
VPC
$32.3M
$45.8K 0.01%
+2,575
FXU icon
644
First Trust Utilities AlphaDEX Fund
FXU
$857M
$45.7K 0.01%
+1,016
FNDE icon
645
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.39B
$45.7K 0.01%
+1,266
DB icon
646
Deutsche Bank
DB
$59.6B
$45K 0.01%
+1,167
SPYG icon
647
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.3B
$45K 0.01%
+421
ENB icon
648
Enbridge
ENB
$120B
$44.3K 0.01%
+926
JHMB icon
649
John Hancock Mortgage-Backed Securities ETF
JHMB
$211M
$44.2K 0.01%
+1,996
SHY icon
650
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$44.1K 0.01%
+532