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
BGS icon
701
B&G Foods
BGS
$441M
$34.9K 0.01%
+8,118
APAM icon
702
Artisan Partners
APAM
$2.54B
$34.6K 0.01%
+850
ESGU icon
703
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$34.6K 0.01%
+232
BUG icon
704
Global X Cybersecurity ETF
BUG
$845M
$34.5K 0.01%
+1,134
NULV icon
705
Nuveen ESG Large-Cap Value ETF
NULV
$1.91B
$34.5K 0.01%
+766
MSTR icon
706
Strategy Inc
MSTR
$45.6B
$34.5K 0.01%
+227
SOLV icon
707
Solventum
SOLV
$11.7B
$34.5K 0.01%
+435
SCHR icon
708
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$34.4K 0.01%
+1,371
VYMI icon
709
Vanguard International High Dividend Yield ETF
VYMI
$16.8B
$34.4K 0.01%
+382
CTRA icon
710
Coterra Energy
CTRA
$23.9B
$34.3K 0.01%
+1,303
SFL icon
711
SFL Corp
SFL
$1.44B
$34K 0.01%
+4,350
SONY icon
712
Sony
SONY
$126B
$33.8K 0.01%
+1,321
LOW icon
713
Lowe's Companies
LOW
$138B
$33.8K 0.01%
+140
BSJQ icon
714
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$33.8K 0.01%
+1,447
TPL icon
715
Texas Pacific Land
TPL
$37B
$33.6K 0.01%
+117
WSM icon
716
Williams-Sonoma
WSM
$21.8B
$33.6K 0.01%
+188
ASML icon
717
ASML
ASML
$509B
$33.6K 0.01%
+31
MTB icon
718
M&T Bank
MTB
$30.5B
$33.4K 0.01%
+166
PINE
719
Alpine Income Property Trust
PINE
$292M
$33.4K 0.01%
+2,000
MAC icon
720
Macerich
MAC
$4.72B
$33.4K 0.01%
+1,807
FDD icon
721
First Trust STOXX European Select Dividend Income Fund
FDD
$804M
$33.3K 0.01%
+1,900
XLRE icon
722
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.47B
$33.2K 0.01%
+823
DX
723
Dynex Capital
DX
$2.67B
$33.2K 0.01%
+2,368
RBRK icon
724
Rubrik
RBRK
$11.1B
$33.1K 0.01%
+433
IDNA icon
725
iShares Genomics Immunology and Healthcare ETF
IDNA
$150M
$33.1K 0.01%
+1,263