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
TWLO icon
776
Twilio
TWLO
$19B
$27K 0.01%
+190
TCHP icon
777
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.76B
$27K 0.01%
+542
OGS icon
778
ONE Gas
OGS
$5.43B
$26.8K 0.01%
+347
ZSEP
779
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$133M
$26.8K 0.01%
+1,000
CTAS icon
780
Cintas
CTAS
$79.8B
$26.7K 0.01%
+142
TIPX icon
781
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.85B
$26.6K 0.01%
+1,395
IYG icon
782
iShares US Financial Services ETF
IYG
$1.89B
$26.6K 0.01%
+288
EUSB icon
783
iShares ESG Advanced Universal USD Bond ETF
EUSB
$716M
$26.6K 0.01%
+605
CNR
784
Core Natural Resources Inc
CNR
$4.58B
$26.6K 0.01%
+300
BALL icon
785
Ball Corp
BALL
$16.4B
$26.5K 0.01%
+500
LMT icon
786
Lockheed Martin
LMT
$154B
$26.4K 0.01%
+55
GDE icon
787
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$659M
$26.4K 0.01%
+428
VONG icon
788
Vanguard Russell 1000 Growth ETF
VONG
$36.2B
$26.3K 0.01%
+216
DBEF icon
789
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.28B
$26.3K 0.01%
+547
SUN icon
790
Sunoco
SUN
$11.9B
$26.2K 0.01%
+500
ARQT icon
791
Arcutis Biotherapeutics
ARQT
$2.99B
$26.1K 0.01%
+900
CMI icon
792
Cummins
CMI
$74.1B
$26K 0.01%
+51
CL icon
793
Colgate-Palmolive
CL
$74.1B
$26K 0.01%
+329
FTSL icon
794
First Trust Senior Loan Fund ETF
FTSL
$2.23B
$25.8K 0.01%
+563
HIMX
795
Himax Technologies
HIMX
$1.31B
$25.8K 0.01%
+3,150
ERIC icon
796
Ericsson
ERIC
$37B
$25.8K 0.01%
+2,670
CADE
797
DELISTED
Cadence Bank
CADE
$25.7K 0.01%
+600
AAL icon
798
American Airlines Group
AAL
$7.13B
$25.5K 0.01%
+1,666
IIPR icon
799
Innovative Industrial Properties
IIPR
$1.49B
$25.2K 0.01%
+533
AUGO
800
Aura Minerals Inc
AUGO
$6.4B
$25.2K 0.01%
+500