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
LRN icon
1176
Stride
LRN
$3.7B
$6.82K ﹤0.01%
105
-3,071
DHDG
1177
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$71.8M
$6.8K ﹤0.01%
+200
CNRG icon
1178
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$184M
$6.8K ﹤0.01%
+76
IDXX icon
1179
Idexx Laboratories
IDXX
$48.4B
$6.76K ﹤0.01%
+10
ROK icon
1180
Rockwell Automation
ROK
$41.6B
$6.76K ﹤0.01%
+17
TFSL icon
1181
TFS Financial
TFSL
$3.9B
$6.69K ﹤0.01%
+500
DVN icon
1182
Devon Energy
DVN
$27.6B
$6.69K ﹤0.01%
+183
SUSC icon
1183
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.38B
$6.67K ﹤0.01%
+285
GUTS icon
1184
Fractyl Health
GUTS
$73.6M
$6.6K ﹤0.01%
+3,000
OXY.WS icon
1185
Occidental Petroleum Corp Warrants
OXY.WS
$30.3B
$6.6K ﹤0.01%
+342
IFRA icon
1186
iShares US Infrastructure ETF
IFRA
$3.71B
$6.58K ﹤0.01%
+125
DDOG icon
1187
Datadog
DDOG
$44.3B
$6.53K ﹤0.01%
+48
BUCK icon
1188
Simplify Stable Income ETF
BUCK
$402M
$6.52K ﹤0.01%
+275
WBD icon
1189
Warner Bros
WBD
$69.3B
$6.51K ﹤0.01%
+226
VPL icon
1190
Vanguard FTSE Pacific ETF
VPL
$8.92B
$6.51K ﹤0.01%
+72
NAVI icon
1191
Navient
NAVI
$789M
$6.5K ﹤0.01%
+500
HAUZ icon
1192
Xtrackers International Real Estate ETF
HAUZ
$1.02B
$6.5K ﹤0.01%
+280
XYLG icon
1193
Global X S&P 500 Covered Call & Growth ETF
XYLG
$63.7M
$6.46K ﹤0.01%
+235
PGP
1194
PIMCO Global StockPLUS & Income Fund
PGP
$102M
$6.39K ﹤0.01%
+700
ACM icon
1195
Aecom
ACM
$12.2B
$6.39K ﹤0.01%
+67
NUKZ icon
1196
Range Nuclear Renaissance Index ETF
NUKZ
$808M
$6.35K ﹤0.01%
+100
OXSQ icon
1197
Oxford Square Capital
OXSQ
$151M
$6.34K ﹤0.01%
+3,600
JBND icon
1198
JPMorgan Active Bond ETF
JBND
$6.55B
$6.33K ﹤0.01%
+117
VNQI icon
1199
Vanguard Global ex-US Real Estate ETF
VNQI
$3.55B
$6.33K ﹤0.01%
+138
DNOV icon
1200
FT Vest US Equity Deep Buffer ETF November
DNOV
$373M
$6.25K ﹤0.01%
+128
46 47
48
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