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
FMX icon
1076
Fomento Económico Mexicano
FMX
$37.8B
$10.1K ﹤0.01%
+100
AEG icon
1077
Aegon
AEG
$10.7B
$10K ﹤0.01%
+1,300
EPRT icon
1078
Essential Properties Realty Trust
EPRT
$7.21B
$10K ﹤0.01%
+337
FEZ icon
1079
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.94B
$9.98K ﹤0.01%
+155
CWEN icon
1080
Clearway Energy Class C
CWEN
$4.53B
$9.98K ﹤0.01%
+300
SCHM icon
1081
Schwab US Mid-Cap ETF
SCHM
$13B
$9.95K ﹤0.01%
+331
UPWK icon
1082
Upwork
UPWK
$1.73B
$9.91K ﹤0.01%
+500
NNN icon
1083
NNN REIT
NNN
$8.57B
$9.91K ﹤0.01%
+250
HST icon
1084
Host Hotels & Resorts
HST
$13.2B
$9.82K ﹤0.01%
+554
GT icon
1085
Goodyear
GT
$2.15B
$9.81K ﹤0.01%
+1,120
FDBC icon
1086
Fidelity D&D Bancorp
FDBC
$251M
$9.79K ﹤0.01%
+225
BDX icon
1087
Becton Dickinson
BDX
$47.5B
$9.7K ﹤0.01%
+50
FPEI icon
1088
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$9.7K ﹤0.01%
+500
PSTL
1089
Postal Realty Trust
PSTL
$546M
$9.68K ﹤0.01%
+600
DOC icon
1090
Healthpeak Properties
DOC
$12B
$9.65K ﹤0.01%
+600
FAST icon
1091
Fastenal
FAST
$53.4B
$9.59K ﹤0.01%
+239
QFIN icon
1092
Qfin Holdings
QFIN
$1.92B
$9.58K ﹤0.01%
+497
HYDR icon
1093
Global X Hydrogen ETF
HYDR
$61.2M
$9.54K ﹤0.01%
+300
ARKF icon
1094
ARK Blockchain & Fintech Innovation ETF
ARKF
$838M
$9.53K ﹤0.01%
+200
MGK icon
1095
Vanguard Mega Cap Growth ETF
MGK
$30.1B
$9.49K ﹤0.01%
+23
CLOV icon
1096
Clover Health Investments
CLOV
$1.05B
$9.42K ﹤0.01%
+4,008
MCY icon
1097
Mercury Insurance
MCY
$5.01B
$9.41K ﹤0.01%
+100
NWN icon
1098
Northwest Natural Holdings
NWN
$2.17B
$9.35K ﹤0.01%
+200
SPAB icon
1099
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.14B
$9.35K ﹤0.01%
+363
TMUS icon
1100
T-Mobile US
TMUS
$244B
$9.34K ﹤0.01%
+46