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
LHX icon
751
L3Harris
LHX
$69.3B
$30.1K 0.01%
+102
DVYA icon
752
iShares Asia/Pacific Dividend ETF
DVYA
$65.3M
$29.9K 0.01%
+675
LITE icon
753
Lumentum
LITE
$44.1B
$29.9K 0.01%
+81
ACN icon
754
Accenture
ACN
$127B
$29.8K 0.01%
+111
IWS icon
755
iShares Russell Mid-Cap Value ETF
IWS
$14.6B
$29.8K 0.01%
+211
AMC icon
756
AMC Entertainment Holdings
AMC
$588M
$29.6K 0.01%
+19,000
TFC icon
757
Truist Financial
TFC
$57.3B
$29.5K 0.01%
+600
HASI icon
758
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.55B
$29.4K 0.01%
+935
ACRE
759
Ares Commercial Real Estate
ACRE
$278M
$29.4K 0.01%
+6,148
CGGR icon
760
Capital Group Growth ETF
CGGR
$19.9B
$29.4K 0.01%
+660
DMAY icon
761
FT Vest US Equity Deep Buffer ETF May
DMAY
$297M
$29K 0.01%
+642
PH icon
762
Parker-Hannifin
PH
$116B
$29K 0.01%
+33
MSTX
763
Defiance Daily Target 2x Long MSTR ETF
MSTX
$260M
$28.9K 0.01%
+7,500
ICLN icon
764
iShares Global Clean Energy ETF
ICLN
$2.06B
$28.9K 0.01%
+1,756
IYW icon
765
iShares US Technology ETF
IYW
$19.3B
$28.6K 0.01%
+143
MS icon
766
Morgan Stanley
MS
$250B
$28.6K 0.01%
+161
CDE icon
767
Coeur Mining
CDE
$14.3B
$28.5K 0.01%
+1,600
ESGD icon
768
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.8B
$28.4K 0.01%
+299
LIN icon
769
Linde
LIN
$224B
$28.1K 0.01%
+66
NTRS icon
770
Northern Trust
NTRS
$25.3B
$28.1K 0.01%
+206
ICSH icon
771
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$27.8K 0.01%
+550
PGX icon
772
Invesco Preferred ETF
PGX
$3.92B
$27.6K 0.01%
+2,459
B
773
Barrick Mining
B
$75.8B
$27.3K 0.01%
+626
ACWI icon
774
iShares MSCI ACWI ETF
ACWI
$27.8B
$27.2K 0.01%
+192
DUK icon
775
Duke Energy
DUK
$102B
$27K 0.01%
+231