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
SUSL icon
651
iShares ESG MSCI USA Leaders ETF
SUSL
$1.13B
$43.7K 0.01%
+360
XFLT
652
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$292M
$43.2K 0.01%
1,799
-23,630
CIG icon
653
CEMIG Preferred Shares
CIG
$6.26B
$42.9K 0.01%
21,440
SKYW icon
654
Skywest
SKYW
$3.25B
$42.7K 0.01%
425
-3,426
MNST icon
655
Monster Beverage
MNST
$85.6B
$42.3K 0.01%
+552
VNO icon
656
Vornado Realty Trust
VNO
$5.73B
$42.1K 0.01%
+1,266
NTSK
657
Netskope Inc
NTSK
$4.44B
$42.1K 0.01%
+2,400
FTNT icon
658
Fortinet
FTNT
$89.3B
$42.1K 0.01%
+530
LUV icon
659
Southwest Airlines
LUV
$18.9B
$42.1K 0.01%
+1,018
LRCX icon
660
Lam Research
LRCX
$355B
$42K 0.01%
+245
ARLP icon
661
Alliance Resource Partners
ARLP
$3.26B
$41.8K 0.01%
+1,800
SCHI icon
662
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.4B
$41.3K 0.01%
+1,797
VEU icon
663
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$41.2K 0.01%
+560
RACE icon
664
Ferrari
RACE
$57.2B
$40.7K 0.01%
+110
UOCT icon
665
Innovator US Equity Ultra Buffer ETF October
UOCT
$182M
$40.2K 0.01%
+1,030
VALE icon
666
Vale
VALE
$68.2B
$40.2K 0.01%
+3,085
CPRT icon
667
Copart
CPRT
$31.7B
$39.8K 0.01%
+1,017
AZN icon
668
AstraZeneca
AZN
$282B
$39.5K 0.01%
+430
QBTS icon
669
D-Wave Quantum
QBTS
$7.7B
$39.2K 0.01%
+1,500
KVUE icon
670
Kenvue
KVUE
$32.8B
$39.1K 0.01%
+2,268
BANC icon
671
Banc of California
BANC
$2.82B
$39.1K 0.01%
+2,025
IAU icon
672
iShares Gold Trust
IAU
$70.7B
$39K 0.01%
+480
EWW icon
673
iShares MSCI Mexico ETF
EWW
$2.17B
$38.9K 0.01%
+561
LAZ icon
674
Lazard
LAZ
$4.45B
$38.8K 0.01%
+800
VXF icon
675
Vanguard Extended Market ETF
VXF
$28.3B
$38.5K 0.01%
+184