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
JMIA
1201
Jumia Technologies
JMIA
$941M
$6.25K ﹤0.01%
+500
MPB icon
1202
Mid Penn Bancorp
MPB
$730M
$6.2K ﹤0.01%
+200
DHI icon
1203
D.R. Horton
DHI
$42.7B
$6.19K ﹤0.01%
+43
NAT icon
1204
Nordic American Tanker
NAT
$1.19B
$6.19K ﹤0.01%
+1,800
BSBR icon
1205
Santander
BSBR
$45.7B
$6.11K ﹤0.01%
+1,000
GRNT icon
1206
Granite Ridge Resources
GRNT
$659M
$6.11K ﹤0.01%
+1,300
SCHH icon
1207
Schwab US REIT ETF
SCHH
$9.52B
$6.1K ﹤0.01%
+292
KRT icon
1208
Karat Packaging
KRT
$457M
$6.09K ﹤0.01%
+270
IDU icon
1209
iShares US Utilities ETF
IDU
$1.45B
$6.07K ﹤0.01%
+56
BHP icon
1210
BHP
BHP
$182B
$6.04K ﹤0.01%
+100
USLM icon
1211
United States Lime & Minerals
USLM
$3.37B
$5.99K ﹤0.01%
+50
ODFL icon
1212
Old Dominion Freight Line
ODFL
$40.4B
$5.97K ﹤0.01%
+38
CB icon
1213
Chubb
CB
$128B
$5.96K ﹤0.01%
+19
IYT icon
1214
iShares US Transportation ETF
IYT
$1.12B
$5.96K ﹤0.01%
+80
VOOV icon
1215
Vanguard S&P 500 Value ETF
VOOV
$6.06B
$5.94K ﹤0.01%
+29
SAN icon
1216
Banco Santander
SAN
$161B
$5.9K ﹤0.01%
+503
RKT icon
1217
Rocket Companies
RKT
$42.1B
$5.81K ﹤0.01%
+300
VFC icon
1218
VF Corp
VFC
$6.78B
$5.79K ﹤0.01%
+320
KDP icon
1219
Keurig Dr Pepper
KDP
$38.4B
$5.71K ﹤0.01%
+204
BXMT icon
1220
Blackstone Mortgage Trust
BXMT
$3.23B
$5.7K ﹤0.01%
+298
JBL icon
1221
Jabil
JBL
$25.5B
$5.7K ﹤0.01%
+25
GDXJ icon
1222
VanEck Junior Gold Miners ETF
GDXJ
$10.6B
$5.69K ﹤0.01%
+50
VFQY icon
1223
Vanguard US Quality Factor ETF
VFQY
$440M
$5.68K ﹤0.01%
+37
CEG icon
1224
Constellation Energy
CEG
$115B
$5.67K ﹤0.01%
+16
KBH icon
1225
KB Home
KBH
$3.65B
$5.64K ﹤0.01%
+100