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
UTES icon
1151
Virtus Reaves Utilities ETF
UTES
$1.41B
$7.89K ﹤0.01%
+100
CLF icon
1152
Cleveland-Cliffs
CLF
$5.61B
$7.83K ﹤0.01%
+590
NXTE icon
1153
AXS Green Alpha ETF
NXTE
$43.6M
$7.72K ﹤0.01%
+200
SCHG icon
1154
Schwab US Large-Cap Growth ETF
SCHG
$50.2B
$7.7K ﹤0.01%
+236
UGI icon
1155
UGI
UGI
$7.89B
$7.6K ﹤0.01%
+203
SHEL icon
1156
Shell
SHEL
$239B
$7.57K ﹤0.01%
+103
MLPX icon
1157
Global X MLP & Energy Infrastructure ETF
MLPX
$3.3B
$7.57K ﹤0.01%
+125
FLDR icon
1158
Fidelity Low Duration Bond Factor ETF
FLDR
$1.37B
$7.53K ﹤0.01%
+150
TSLY icon
1159
YieldMax TSLA Option Income Strategy ETF
TSLY
$933M
$7.51K ﹤0.01%
+200
PFRL icon
1160
PGIM Floating Rate Income ETF
PFRL
$109M
$7.45K ﹤0.01%
+150
GSBD icon
1161
Goldman Sachs BDC
GSBD
$1.07B
$7.38K ﹤0.01%
+795
BUD icon
1162
AB InBev
BUD
$143B
$7.3K ﹤0.01%
+114
BMO icon
1163
Bank of Montreal
BMO
$100B
$7.27K ﹤0.01%
+56
ROST icon
1164
Ross Stores
ROST
$68.5B
$7.23K ﹤0.01%
+40
VTWO icon
1165
Vanguard Russell 2000 ETF
VTWO
$13.5B
$7.17K ﹤0.01%
+72
OPRA
1166
Opera Ltd
OPRA
$1.37B
$7.08K ﹤0.01%
+500
LIT icon
1167
Global X Lithium & Battery Tech ETF
LIT
$1.63B
$7.07K ﹤0.01%
+109
JCI icon
1168
Johnson Controls International
JCI
$81B
$7.07K ﹤0.01%
+59
LC icon
1169
LendingClub
LC
$1.69B
$7.01K ﹤0.01%
+370
STT icon
1170
State Street
STT
$33.7B
$7K ﹤0.01%
+54
AMCR icon
1171
Amcor
AMCR
$20B
$6.94K ﹤0.01%
+166
DBB icon
1172
Invesco DB Base Metals Fund
DBB
$304M
$6.88K ﹤0.01%
+300
ESEA icon
1173
Euroseas
ESEA
$454M
$6.88K ﹤0.01%
+126
NWL icon
1174
Newell Brands
NWL
$1.78B
$6.84K ﹤0.01%
+1,839
CURI icon
1175
CuriosityStream
CURI
$194M
$6.84K ﹤0.01%
+1,800