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
MUFG icon
976
Mitsubishi UFJ Financial
MUFG
$190B
$13.8K ﹤0.01%
+869
TCPC icon
977
BlackRock TCP Capital
TCPC
$319M
$13.8K ﹤0.01%
2,517
-24,287
KARO icon
978
Karooooo
KARO
$1.42B
$13.7K ﹤0.01%
+300
RVTY icon
979
Revvity
RVTY
$10.1B
$13.6K ﹤0.01%
+141
AXON icon
980
Axon Enterprise
AXON
$44.2B
$13.6K ﹤0.01%
+24
THFF icon
981
First Financial Corp
THFF
$722M
$13.6K ﹤0.01%
+225
ENFR icon
982
Alerian Energy Infrastructure ETF
ENFR
$406M
$13.6K ﹤0.01%
+431
BCS icon
983
Barclays
BCS
$73.6B
$13.5K ﹤0.01%
+532
PSTG icon
984
Everpure, Inc.
PSTG
$20.3B
$13.4K ﹤0.01%
+200
CWB icon
985
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5B
$13.4K ﹤0.01%
+150
BBT
986
Beacon Financial Corp
BBT
$2.38B
$13.3K ﹤0.01%
+504
VCLT icon
987
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.69B
$13.3K ﹤0.01%
+175
SFY icon
988
SoFi Select 500 ETF
SFY
$554M
$13.2K ﹤0.01%
+100
PSF icon
989
Cohen & Steers Select Preferred & Income Fund
PSF
$238M
$13.2K ﹤0.01%
+650
REZI icon
990
Resideo Technologies
REZI
$5.1B
$13.2K ﹤0.01%
+375
CAFG icon
991
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$19.3M
$13.1K ﹤0.01%
+516
XP icon
992
XP
XP
$9.78B
$13.1K ﹤0.01%
+800
FINV
993
FinVolution Group
FINV
$1.3B
$13.1K ﹤0.01%
+2,500
RF icon
994
Regions Financial
RF
$22.7B
$13K ﹤0.01%
+481
WU icon
995
Western Union
WU
$3.03B
$13K ﹤0.01%
+1,400
PLDR icon
996
Putnam Sustainable Leaders ETF
PLDR
$268M
$12.9K ﹤0.01%
+348
AVK
997
Advent Convertible and Income Fund
AVK
$529M
$12.9K ﹤0.01%
+1,026
VOT icon
998
Vanguard Mid-Cap Growth ETF
VOT
$17.4B
$12.8K ﹤0.01%
+46
DHR icon
999
Danaher
DHR
$138B
$12.8K ﹤0.01%
+56
EELV icon
1000
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$429M
$12.7K ﹤0.01%
+462