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
SPFF icon
1251
Global X SuperIncome Preferred ETF
SPFF
$126M
$5.22K ﹤0.01%
+560
HUBS icon
1252
HubSpot
HUBS
$15.6B
$5.22K ﹤0.01%
+13
AGCO icon
1253
AGCO
AGCO
$8.97B
$5.22K ﹤0.01%
+50
WEN icon
1254
Wendy's
WEN
$1.41B
$5.21K ﹤0.01%
+625
BROS icon
1255
Dutch Bros
BROS
$6.52B
$5.2K ﹤0.01%
+85
SAR icon
1256
Saratoga Investment
SAR
$376M
$5.19K ﹤0.01%
+225
NDAQ icon
1257
Nasdaq
NDAQ
$50.3B
$5.18K ﹤0.01%
+53
JKS
1258
JinkoSolar
JKS
$1.21B
$5.16K ﹤0.01%
+200
FRDM icon
1259
Freedom 100 Emerging Markets ETF
FRDM
$2.6B
$5.16K ﹤0.01%
+101
BUI icon
1260
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$683M
$5.14K ﹤0.01%
+200
BMVP icon
1261
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$104M
$5.13K ﹤0.01%
+105
PCN
1262
PIMCO Corporate & Income Strategy Fund
PCN
$883M
$5.1K ﹤0.01%
+400
KSS icon
1263
Kohl's
KSS
$1.7B
$5.1K ﹤0.01%
+250
FSYD icon
1264
Fidelity Sustainable High Yield ETF
FSYD
$106M
$5.04K ﹤0.01%
+104
OC icon
1265
Owens Corning
OC
$8.82B
$5.04K ﹤0.01%
+45
HPQ icon
1266
HP
HPQ
$17.8B
$5.04K ﹤0.01%
+226
XSHD icon
1267
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$73.5M
$5.03K ﹤0.01%
+393
IQHI icon
1268
IQ MacKay ESG High Income ETF
IQHI
$117M
$5K ﹤0.01%
+191
SPIP icon
1269
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$4.98K ﹤0.01%
+192
PSCI icon
1270
Invesco S&P SmallCap Industrials ETF
PSCI
$166M
$4.95K ﹤0.01%
+33
RNST icon
1271
Renasant Corp
RNST
$3.51B
$4.93K ﹤0.01%
+140
BTC
1272
Grayscale Bitcoin Mini Trust ETF
BTC
$2.97B
$4.92K ﹤0.01%
+127
LB
1273
LandBridge Co
LB
$2.02B
$4.9K ﹤0.01%
+100
CIO
1274
DELISTED
City Office REIT
CIO
$4.86K ﹤0.01%
+695
BBHY icon
1275
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$622M
$4.84K ﹤0.01%
+104