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
ANF icon
801
Abercrombie & Fitch
ANF
$3.96B
$25.2K 0.01%
+200
HYTI
802
FT Vest High Yield & Target Income ETF
HYTI
$65.8M
$25.2K 0.01%
+1,272
QUBT icon
803
Quantum Computing Inc
QUBT
$1.71B
$25.1K 0.01%
+2,450
DFIC icon
804
Dimensional International Core Equity 2 ETF
DFIC
$12.9B
$25K 0.01%
+725
THC icon
805
Tenet Healthcare
THC
$20.9B
$24.8K 0.01%
+125
IRS
806
IRSA Inversiones y Representaciones
IRS
$1.15B
$24.8K 0.01%
+1,500
VITL icon
807
Vital Farms
VITL
$856M
$24.8K 0.01%
+775
IDMO icon
808
Invesco S&P International Developed Momentum ETF
IDMO
$3.15B
$24.7K 0.01%
+444
NOVM
809
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$27.2M
$24.7K 0.01%
+750
QMNV
810
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.3M
$24.5K 0.01%
+1,050
DAUG icon
811
FT Vest US Equity Deep Buffer ETF August
DAUG
$344M
$24.4K 0.01%
+550
HEEM icon
812
iShares Currency Hedged MSCI Emerging Markets
HEEM
$226M
$24.3K 0.01%
+700
MAYM
813
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$16.2M
$24.1K 0.01%
+750
BUSE icon
814
First Busey Corp
BUSE
$2.16B
$23.8K 0.01%
+1,000
MLPD
815
Global X MLP & Energy Infrastructure Covered Call ETF
MLPD
$18.5M
$23.7K 0.01%
+950
EMR icon
816
Emerson Electric
EMR
$79.3B
$23.5K 0.01%
+177
SCHE icon
817
Schwab Emerging Markets Equity ETF
SCHE
$11.8B
$23.5K 0.01%
+718
EWZS icon
818
iShares MSCI Brazil Small-Cap ETF
EWZS
$338M
$23.4K 0.01%
+1,808
LRGF icon
819
iShares US Equity Factor ETF
LRGF
$3.06B
$23.3K 0.01%
+336
EWN icon
820
iShares MSCI Netherlands ETF
EWN
$308M
$23.2K 0.01%
+406
SUSA icon
821
iShares ESG Optimized MSCI USA ETF
SUSA
$3.64B
$23.1K 0.01%
+166
CTA icon
822
Simplify Managed Futures Strategy ETF
CTA
$1.35B
$23K 0.01%
+845
MTUM icon
823
iShares MSCI USA Momentum Factor ETF
MTUM
$20.8B
$23K 0.01%
+92
ROP icon
824
Roper Technologies
ROP
$37.4B
$22.7K ﹤0.01%
+51
EGAN icon
825
eGain
EGAN
$264M
$22.7K ﹤0.01%
+2,205