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
PFLT icon
951
PennantPark Floating Rate Capital
PFLT
$797M
$14.8K ﹤0.01%
+1,600
SAP icon
952
SAP
SAP
$231B
$14.8K ﹤0.01%
+61
CBL
953
CBL Properties
CBL
$1.16B
$14.8K ﹤0.01%
+400
PSK icon
954
State Street SPDR ICE Preferred Securities ETF
PSK
$737M
$14.7K ﹤0.01%
+464
SPGI icon
955
S&P Global
SPGI
$132B
$14.7K ﹤0.01%
+28
BETZ icon
956
Roundhill Sports Betting & iGaming ETF
BETZ
$51.7M
$14.7K ﹤0.01%
+700
SNPE icon
957
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$14.7K ﹤0.01%
+235
TSCO icon
958
Tractor Supply
TSCO
$26.2B
$14.6K ﹤0.01%
+292
AU icon
959
AngloGold Ashanti
AU
$53.4B
$14.6K ﹤0.01%
+171
VAW icon
960
Vanguard Materials ETF
VAW
$2.91B
$14.5K ﹤0.01%
+70
CUBE icon
961
CubeSmart
CUBE
$8.98B
$14.4K ﹤0.01%
+400
VTWV icon
962
Vanguard Russell 2000 Value ETF
VTWV
$957M
$14.4K ﹤0.01%
+90
SJM icon
963
J.M. Smucker
SJM
$11.7B
$14.4K ﹤0.01%
+147
DMAR icon
964
FT Vest US Equity Deep Buffer ETF March
DMAR
$380M
$14.4K ﹤0.01%
+345
EPS icon
965
WisdomTree US LargeCap Fund
EPS
$1.36B
$14.2K ﹤0.01%
+200
VTWG icon
966
Vanguard Russell 2000 Growth ETF
VTWG
$1.19B
$14.2K ﹤0.01%
+60
NVO icon
967
Novo Nordisk
NVO
$174B
$14.1K ﹤0.01%
+278
EALT icon
968
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$167M
$14.1K ﹤0.01%
+400
OBTC
969
Osprey Bitcoin Trust Common Units of Beneficial Interest
OBTC
$14.1K ﹤0.01%
+500
CASS icon
970
Cass Information Systems
CASS
$563M
$14K ﹤0.01%
+338
NWFL icon
971
Norwood Financial Corp
NWFL
$263M
$14K ﹤0.01%
+500
DGRO icon
972
iShares Core Dividend Growth ETF
DGRO
$37.3B
$14K ﹤0.01%
+202
ETN icon
973
Eaton
ETN
$134B
$14K ﹤0.01%
+44
FLTR icon
974
VanEck IG Floating Rate ETF
FLTR
$2.57B
$14K ﹤0.01%
+550
MKC icon
975
McCormick & Company Non-Voting
MKC
$17.2B
$13.9K ﹤0.01%
+204