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
UPST icon
1101
Upstart Holdings
UPST
$2.64B
$9.27K ﹤0.01%
+212
VTEB icon
1102
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$9.25K ﹤0.01%
+184
GPC icon
1103
Genuine Parts
GPC
$15.9B
$9.22K ﹤0.01%
+75
TM icon
1104
Toyota
TM
$286B
$9.21K ﹤0.01%
+43
SVOL icon
1105
Simplify Volatility Premium ETF
SVOL
$584M
$9.13K ﹤0.01%
+520
PSCD icon
1106
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$24.7M
$9.12K ﹤0.01%
+87
CXSE icon
1107
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$532M
$9.03K ﹤0.01%
+225
PEBO icon
1108
Peoples Bancorp
PEBO
$1.15B
$9.01K ﹤0.01%
+300
HDB icon
1109
HDFC Bank
HDB
$151B
$8.99K ﹤0.01%
+246
KEQU icon
1110
Kewaunee Scientific
KEQU
$120M
$8.98K ﹤0.01%
+240
RISR icon
1111
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$197M
$8.92K ﹤0.01%
+247
CASY icon
1112
Casey's General Stores
CASY
$24.6B
$8.87K ﹤0.01%
+16
UUP icon
1113
Invesco DB US Dollar Index Bullish Fund
UUP
$250M
$8.87K ﹤0.01%
+328
DOCS icon
1114
Doximity
DOCS
$4.68B
$8.86K ﹤0.01%
+200
MRNA icon
1115
Moderna
MRNA
$20.7B
$8.85K ﹤0.01%
+300
CIVI
1116
DELISTED
Civitas Resources
CIVI
$8.8K ﹤0.01%
+325
ITA icon
1117
iShares US Aerospace & Defense ETF
ITA
$15.9B
$8.8K ﹤0.01%
+41
DJIA icon
1118
Global X Dow 30 Covered Call ETF
DJIA
$165M
$8.8K ﹤0.01%
+400
DWX icon
1119
State Street SPDR S&P International Dividend ETF
DWX
$503M
$8.79K ﹤0.01%
+200
STNE icon
1120
StoneCo
STNE
$3.41B
$8.77K ﹤0.01%
+593
UWMC icon
1121
UWM Holdings
UWMC
$1.14B
$8.76K ﹤0.01%
+2,000
DECK icon
1122
Deckers Outdoor
DECK
$14.8B
$8.71K ﹤0.01%
+84
EBS icon
1123
Emergent Biosolutions
EBS
$429M
$8.65K ﹤0.01%
+700
SLDP icon
1124
Solid Power
SLDP
$688M
$8.61K ﹤0.01%
+2,025
SCHP icon
1125
Schwab US TIPS ETF
SCHP
$15.5B
$8.58K ﹤0.01%
+324