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
MPT
1126
Medical Properties Trust
MPT
$3.29B
$8.57K ﹤0.01%
+1,715
RIGL icon
1127
Rigel Pharmaceuticals
RIGL
$524M
$8.57K ﹤0.01%
+200
WAB icon
1128
Wabtec
WAB
$41.7B
$8.54K ﹤0.01%
+40
ANET icon
1129
Arista Networks
ANET
$167B
$8.52K ﹤0.01%
+65
PGF icon
1130
Invesco Financial Preferred ETF
PGF
$738M
$8.48K ﹤0.01%
+600
MQY icon
1131
BlackRock MuniYield Quality Fund
MQY
$837M
$8.45K ﹤0.01%
+748
RAL
1132
Ralliant Corp
RAL
$4.99B
$8.45K ﹤0.01%
+166
HNI icon
1133
HNI Corp
HNI
$2.94B
$8.41K ﹤0.01%
+200
GL icon
1134
Globe Life
GL
$11.2B
$8.39K ﹤0.01%
+60
IYK icon
1135
iShares US Consumer Staples ETF
IYK
$1.31B
$8.37K ﹤0.01%
+125
RFFC icon
1136
ALPS Active Equity Opportunity ETF
RFFC
$27.2M
$8.32K ﹤0.01%
+124
EMLP icon
1137
First Trust North American Energy Infrastructure Fund
EMLP
$3.93B
$8.29K ﹤0.01%
+219
PSCF icon
1138
Invesco S&P SmallCap Financials ETF
PSCF
$23.2M
$8.28K ﹤0.01%
+144
FITE
1139
State Street SPDR S&P Kensho Future Security ETF
FITE
$113M
$8.28K ﹤0.01%
+97
AMBP icon
1140
Ardagh Metal Packaging
AMBP
$2.7B
$8.2K ﹤0.01%
+2,000
CME icon
1141
CME Group
CME
$114B
$8.19K ﹤0.01%
+30
XYZ
1142
Block Inc
XYZ
$39.7B
$8.14K ﹤0.01%
+125
BST icon
1143
BlackRock Science and Technology Trust
BST
$1.36B
$8.11K ﹤0.01%
+200
ACCO icon
1144
Acco Brands
ACCO
$352M
$8.04K ﹤0.01%
+2,156
JIVE icon
1145
JPMorgan International Value ETF
JIVE
$1.81B
$8.03K ﹤0.01%
+100
TX icon
1146
Ternium
TX
$7.68B
$8.02K ﹤0.01%
+210
NFG icon
1147
National Fuel Gas
NFG
$8.83B
$8.01K ﹤0.01%
+100
LVHD icon
1148
Franklin US Low Volatility High Dividend Index ETF
LVHD
$622M
$7.98K ﹤0.01%
+200
CALF icon
1149
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.42B
$7.94K ﹤0.01%
+179
CTBI icon
1150
Community Trust Bancorp
CTBI
$1.08B
$7.91K ﹤0.01%
+140