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
EEM icon
676
iShares MSCI Emerging Markets ETF
EEM
$27.1B
$38.5K 0.01%
+703
VLO icon
677
Valero Energy
VLO
$67.2B
$38.3K 0.01%
+235
FNDA icon
678
Schwab Fundamental US Small Company Index ETF
FNDA
$9.41B
$38.2K 0.01%
+1,212
SCHA icon
679
Schwab U.S Small- Cap ETF
SCHA
$19.8B
$38.2K 0.01%
+1,341
MBB icon
680
iShares MBS ETF
MBB
$39.2B
$37.7K 0.01%
+396
BABA icon
681
Alibaba
BABA
$312B
$37.5K 0.01%
+256
IWP icon
682
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$37.5K 0.01%
+274
BKNG icon
683
Booking.com
BKNG
$144B
$37.5K 0.01%
+7
HLIO icon
684
Helios Technologies
HLIO
$2.15B
$37.4K 0.01%
+700
DAPR icon
685
FT Vest US Equity Deep Buffer ETF April
DAPR
$290M
$37K 0.01%
+940
EIS icon
686
iShares MSCI Israel ETF
EIS
$899M
$36.9K 0.01%
+335
EVRG icon
687
Evergy
EVRG
$19.2B
$36.8K 0.01%
+508
VOE icon
688
Vanguard Mid-Cap Value ETF
VOE
$21.4B
$36.7K 0.01%
+207
CCI icon
689
Crown Castle
CCI
$39.4B
$36.7K 0.01%
+413
AMT icon
690
American Tower
AMT
$87.9B
$36.2K 0.01%
+206
ITT icon
691
ITT
ITT
$16B
$36.1K 0.01%
+208
SLG icon
692
SL Green Realty
SLG
$2.75B
$36.1K 0.01%
+786
TPR icon
693
Tapestry
TPR
$29.2B
$35.9K 0.01%
+281
SCHD icon
694
Schwab US Dividend Equity ETF
SCHD
$84B
$35.7K 0.01%
+1,301
IRM icon
695
Iron Mountain
IRM
$31.1B
$35.5K 0.01%
+428
FISV
696
Fiserv Inc
FISV
$33.7B
$35.5K 0.01%
+528
EBND icon
697
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$35.3K 0.01%
+1,654
KLAC icon
698
KLA
KLAC
$176B
$35.2K 0.01%
+29
MAR icon
699
Marriott International
MAR
$85.8B
$35.1K 0.01%
+113
VIGI icon
700
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
$35K 0.01%
+383