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
FALN icon
901
iShares Fallen Angels USD Bond ETF
FALN
$1.81B
$17.7K ﹤0.01%
+650
IOT icon
902
Samsara
IOT
$19.5B
$17.7K ﹤0.01%
500
-16,300
CTVA icon
903
Corteva
CTVA
$52.2B
$17.7K ﹤0.01%
+264
EFG icon
904
iShares MSCI EAFE Growth ETF
EFG
$9.39B
$17.7K ﹤0.01%
+155
ZION icon
905
Zions Bancorporation
ZION
$8.05B
$17.6K ﹤0.01%
+300
TRMK icon
906
Trustmark
TRMK
$2.41B
$17.5K ﹤0.01%
+450
SUSB icon
907
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$17.5K ﹤0.01%
+694
GLW icon
908
Corning
GLW
$108B
$17.5K ﹤0.01%
+200
SMG icon
909
ScottsMiracle-Gro
SMG
$3.72B
$17.5K ﹤0.01%
+300
HAL icon
910
Halliburton
HAL
$29B
$17.4K ﹤0.01%
+617
NMRK icon
911
Newmark Group
NMRK
$2.58B
$17.3K ﹤0.01%
+1,000
SBLK icon
912
Star Bulk Carriers
SBLK
$2.68B
$17.3K ﹤0.01%
+900
VONV icon
913
Vanguard Russell 1000 Value ETF
VONV
$14.9B
$17.3K ﹤0.01%
+187
FLRN icon
914
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.77B
$17.1K ﹤0.01%
+557
EWS icon
915
iShares MSCI Singapore ETF
EWS
$755M
$17.1K ﹤0.01%
+620
PIO icon
916
Invesco Global Water ETF
PIO
$269M
$17K ﹤0.01%
+384
LDP icon
917
Cohen & Steers Duration Preferred & Income Fund
LDP
$596M
$16.9K ﹤0.01%
+800
DTCR icon
918
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.18B
$16.9K ﹤0.01%
+801
PLD icon
919
Prologis
PLD
$124B
$16.9K ﹤0.01%
+132
DAL icon
920
Delta Air Lines
DAL
$38.1B
$16.8K ﹤0.01%
+242
FITB
921
Fifth Third Bancorp
FITB
$41.4B
$16.7K ﹤0.01%
+356
WEC icon
922
WEC Energy
WEC
$37.6B
$16.7K ﹤0.01%
+158
TIGO icon
923
Millicom
TIGO
$11.7B
$16.6K ﹤0.01%
+300
TEVA icon
924
Teva Pharmaceuticals
TEVA
$35.6B
$16.6K ﹤0.01%
+532
SR icon
925
Spire
SR
$5.4B
$16.5K ﹤0.01%
+200