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
ETHA
1226
iShares Ethereum Trust ETF
ETHA
$1.14B
$5.58K ﹤0.01%
+249
AA icon
1227
Alcoa
AA
$15.4B
$5.58K ﹤0.01%
+105
DKL icon
1228
Delek Logistics
DKL
$2.78B
$5.58K ﹤0.01%
+125
ETHE
1229
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
$5.48K ﹤0.01%
+225
ACGL icon
1230
Arch Capital
ACGL
$34.6B
$5.47K ﹤0.01%
+57
BIPC icon
1231
Brookfield Infrastructure
BIPC
$5.54B
$5.45K ﹤0.01%
+120
LX
1232
LexinFintech Holdings
LX
$448M
$5.42K ﹤0.01%
+1,657
KRBN icon
1233
KraneShares Global Carbon Strategy ETF
KRBN
$134M
$5.42K ﹤0.01%
+153
XOEX
1234
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$105M
$5.42K ﹤0.01%
+148
NWG icon
1235
NatWest
NWG
$61.8B
$5.41K ﹤0.01%
+309
AQWA icon
1236
Global X Clean Water ETF
AQWA
$38.7M
$5.41K ﹤0.01%
+288
BOH icon
1237
Bank of Hawaii
BOH
$3B
$5.4K ﹤0.01%
+79
PFGC icon
1238
Performance Food Group
PFGC
$13.7B
$5.39K ﹤0.01%
+60
HFRO
1239
Highland Opportunities and Income Fund
HFRO
$329M
$5.38K ﹤0.01%
+900
AZZ icon
1240
AZZ Inc
AZZ
$3.7B
$5.36K ﹤0.01%
+50
XJH icon
1241
iShares ESG Screened S&P Mid-Cap ETF
XJH
$349M
$5.36K ﹤0.01%
+120
DFII
1242
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$16M
$5.36K ﹤0.01%
+300
EMXF icon
1243
iShares ESG Advanced MSCI EM ETF
EMXF
$130M
$5.35K ﹤0.01%
+115
AM icon
1244
Antero Midstream
AM
$10.9B
$5.34K ﹤0.01%
+300
IVZ icon
1245
Invesco
IVZ
$10.5B
$5.33K ﹤0.01%
+203
LQDH icon
1246
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$493M
$5.32K ﹤0.01%
+57
QQA
1247
Invesco QQQ Income Advantage ETF
QQA
$553M
$5.3K ﹤0.01%
+100
CRSP icon
1248
CRISPR Therapeutics
CRSP
$5.42B
$5.24K ﹤0.01%
+100
XJR icon
1249
iShares ESG Screened S&P Small-Cap ETF
XJR
$116M
$5.24K ﹤0.01%
+123
PCG icon
1250
PG&E
PCG
$40B
$5.22K ﹤0.01%
+325