TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
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
TUGN icon
1001
STF Tactical Growth & Income ETF
TUGN
$83.5M
$12.7K ﹤0.01%
+500
NBOS icon
1002
Neuberger Option Strategy ETF
NBOS
$456M
$12.7K ﹤0.01%
+464
VTRS icon
1003
Viatris
VTRS
$19.2B
$12.6K ﹤0.01%
+1,016
RDIV icon
1004
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$961M
$12.6K ﹤0.01%
+243
VFMV icon
1005
Vanguard US Minimum Volatility ETF
VFMV
$418M
$12.6K ﹤0.01%
+97
SG icon
1006
Sweetgreen
SG
$935M
$12.6K ﹤0.01%
1,865
-100,454
DON icon
1007
WisdomTree US MidCap Dividend Fund
DON
$3.8B
$12.5K ﹤0.01%
+243
EMB icon
1008
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$12.5K ﹤0.01%
+130
TT icon
1009
Trane Technologies
TT
$103B
$12.5K ﹤0.01%
+32
PULS icon
1010
PGIM Ultra Short Bond ETF
PULS
$15.8B
$12.4K ﹤0.01%
+250
DES icon
1011
WisdomTree US SmallCap Dividend Fund
DES
$2.03B
$12.3K ﹤0.01%
+369
BBUS icon
1012
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.1B
$12.3K ﹤0.01%
+100
MCHP icon
1013
Microchip Technology
MCHP
$51.5B
$12.3K ﹤0.01%
+193
NOK icon
1014
Nokia
NOK
$77.8B
$12.3K ﹤0.01%
+1,900
CALY
1015
Callaway Golf Company
CALY
$2.76B
$12.2K ﹤0.01%
+1,044
TMDX icon
1016
Transmedics
TMDX
$2.16B
$12.2K ﹤0.01%
+100
LCII icon
1017
LCI Industries
LCII
$2.68B
$12.1K ﹤0.01%
+100
LEG icon
1018
Leggett & Platt
LEG
$1.26B
$12.1K ﹤0.01%
+1,100
INCE
1019
Franklin Income Equity Focus ETF
INCE
$116M
$12K ﹤0.01%
+197
CHAT icon
1020
Roundhill Generative AI & Technology ETF
CHAT
$1.63B
$12K ﹤0.01%
+203
EBAY icon
1021
eBay
EBAY
$51.7B
$12K ﹤0.01%
+137
MOMO
1022
Hello Group
MOMO
$906M
$11.9K ﹤0.01%
+1,821
ESGG icon
1023
FlexShares STOXX Global ESG Select Index Fund
ESGG
$113M
$11.9K ﹤0.01%
+58
BITW
1024
Bitwise 10 Crypto Index ETF
BITW
$762M
$11.8K ﹤0.01%
+200
DFAE icon
1025
Dimensional Emerging Core Equity Market ETF
DFAE
$9.17B
$11.8K ﹤0.01%
+361