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
FEMB icon
851
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$369M
$20.9K ﹤0.01%
+700
ISPO
852
DELISTED
Inspirato
ISPO
$20.9K ﹤0.01%
+5,000
CTSH icon
853
Cognizant
CTSH
$30.9B
$20.8K ﹤0.01%
+251
GSG icon
854
iShares S&P GSCI Commodity-Indexed Trust
GSG
$909M
$20.8K ﹤0.01%
+900
RGA icon
855
Reinsurance Group of America
RGA
$13.5B
$20.8K ﹤0.01%
+102
HYG icon
856
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$20.7K ﹤0.01%
+257
IYM icon
857
iShares US Basic Materials ETF
IYM
$1.39B
$20.6K ﹤0.01%
+134
COMT icon
858
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$825M
$20.6K ﹤0.01%
+828
NUMG icon
859
Nuveen ESG Mid-Cap Growth ETF
NUMG
$361M
$20.6K ﹤0.01%
+431
TER icon
860
Teradyne
TER
$46.4B
$20.5K ﹤0.01%
+106
AFG icon
861
American Financial Group
AFG
$10.8B
$20.5K ﹤0.01%
+150
PPC icon
862
Pilgrim's Pride
PPC
$9.44B
$20.5K ﹤0.01%
+525
DLS icon
863
WisdomTree International SmallCap Dividend Fund
DLS
$1.02B
$20.4K ﹤0.01%
+252
UBS icon
864
UBS Group
UBS
$119B
$20.3K ﹤0.01%
+439
HYXF icon
865
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$197M
$20.3K ﹤0.01%
+430
NXST icon
866
Nexstar Media Group
NXST
$7.48B
$20.3K ﹤0.01%
+100
SOXX icon
867
iShares Semiconductor ETF
SOXX
$21.3B
$20.2K ﹤0.01%
+67
MTN icon
868
Vail Resorts
MTN
$4.79B
$20.1K ﹤0.01%
+151
AMZA icon
869
InfraCap MLP ETF
AMZA
$439M
$19.8K ﹤0.01%
+500
EOG icon
870
EOG Resources
EOG
$70.6B
$19.7K ﹤0.01%
+188
PGR icon
871
Progressive
PGR
$121B
$19.6K ﹤0.01%
+86
CI icon
872
Cigna
CI
$71.1B
$19.6K ﹤0.01%
+71
TTE icon
873
TotalEnergies
TTE
$171B
$19.6K ﹤0.01%
+299
SAM icon
874
Boston Beer
SAM
$2.41B
$19.5K ﹤0.01%
+100
BPRE
875
Bluerock Private Real Estate Fund
BPRE
$19.4K ﹤0.01%
+1,295