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
TEAM icon
926
Atlassian
TEAM
$21.6B
$16.5K ﹤0.01%
+102
FCPI icon
927
Fidelity Stocks for Inflation ETF
FCPI
$253M
$16.5K ﹤0.01%
+334
DLX icon
928
Deluxe
DLX
$1.25B
$16.5K ﹤0.01%
+738
NGG icon
929
National Grid
NGG
$89.9B
$16.4K ﹤0.01%
+213
RMR icon
930
The RMR Group
RMR
$278M
$16.4K ﹤0.01%
+1,102
PFIX icon
931
Simplify Interest Rate Hedge ETF
PFIX
$158M
$16.4K ﹤0.01%
+342
TAK icon
932
Takeda Pharmaceutical
TAK
$57.1B
$16.4K ﹤0.01%
+1,050
MCO icon
933
Moody's
MCO
$82B
$16.4K ﹤0.01%
+32
STWD icon
934
Starwood Property Trust
STWD
$6.63B
$16.2K ﹤0.01%
+902
IHI icon
935
iShares US Medical Devices ETF
IHI
$3.46B
$16.2K ﹤0.01%
+260
ING icon
936
ING
ING
$77.1B
$15.9K ﹤0.01%
+568
SLB icon
937
SLB Ltd
SLB
$70.6B
$15.8K ﹤0.01%
+411
PPA icon
938
Invesco Aerospace & Defense ETF
PPA
$8.23B
$15.7K ﹤0.01%
+100
GBCI icon
939
Glacier Bancorp
GBCI
$5.74B
$15.6K ﹤0.01%
+355
JMTG
940
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.55B
$15.5K ﹤0.01%
+304
GLAD icon
941
Gladstone Capital
GLAD
$405M
$15.5K ﹤0.01%
+750
AEP icon
942
American Electric Power
AEP
$71.3B
$15.5K ﹤0.01%
+134
ROE icon
943
Astoria US Quality Kings ETF
ROE
$215M
$15.4K ﹤0.01%
+437
VTS icon
944
Vitesse Energy
VTS
$766M
$15.4K ﹤0.01%
+800
MFG icon
945
Mizuho Financial
MFG
$99.8B
$15.4K ﹤0.01%
+2,101
IYF icon
946
iShares US Financials ETF
IYF
$3.71B
$15.3K ﹤0.01%
+119
AIQ icon
947
Global X Artificial Intelligence & Technology ETF
AIQ
$7.72B
$15.3K ﹤0.01%
+300
HODL icon
948
VanEck Bitcoin Trust
HODL
$1.27B
$15.2K ﹤0.01%
+615
COF icon
949
Capital One
COF
$116B
$15K ﹤0.01%
+62
KRC icon
950
Kilroy Realty
KRC
$3.49B
$14.9K ﹤0.01%
+400