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
PANL icon
1276
Pangaea Logistics
PANL
$543M
$4.82K ﹤0.01%
+700
GDXY
1277
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$301M
$4.81K ﹤0.01%
+300
POR icon
1278
Portland General Electric
POR
$6.17B
$4.8K ﹤0.01%
+100
BEN icon
1279
Franklin Resources
BEN
$13.7B
$4.78K ﹤0.01%
+200
ADSK icon
1280
Autodesk
ADSK
$55.1B
$4.74K ﹤0.01%
+16
HFWA icon
1281
Heritage Financial
HFWA
$861M
$4.73K ﹤0.01%
+200
GSUS icon
1282
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.9B
$4.72K ﹤0.01%
+50
NCLH icon
1283
Norwegian Cruise Line
NCLH
$9.13B
$4.69K ﹤0.01%
+210
MMTM icon
1284
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$161M
$4.67K ﹤0.01%
+16
BSX icon
1285
Boston Scientific
BSX
$106B
$4.67K ﹤0.01%
+49
ROBT icon
1286
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$652M
$4.67K ﹤0.01%
+90
GDMN icon
1287
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$264M
$4.65K ﹤0.01%
+50
RIET icon
1288
Hoya Capital High Dividend Yield ETF
RIET
$97.9M
$4.65K ﹤0.01%
+500
CLOZ icon
1289
Panagram BBB-B CLO ETF
CLOZ
$674M
$4.63K ﹤0.01%
+175
DMLP icon
1290
Dorchester Minerals
DMLP
$1.3B
$4.63K ﹤0.01%
+207
MISL icon
1291
First Trust Indxx Aerospace & Defense ETF
MISL
$1.51B
$4.58K ﹤0.01%
+107
BBVA icon
1292
Banco Bilbao Vizcaya Argentaria
BBVA
$121B
$4.57K ﹤0.01%
+196
ISPY icon
1293
ProShares S&P 500 High Income ETF
ISPY
$1.2B
$4.56K ﹤0.01%
+100
SNY icon
1294
Sanofi
SNY
$108B
$4.55K ﹤0.01%
+94
GNW icon
1295
Genworth Financial
GNW
$3.3B
$4.51K ﹤0.01%
+500
ALRS icon
1296
Alerus Financial
ALRS
$607M
$4.5K ﹤0.01%
+200
KBWB icon
1297
Invesco KBW Bank ETF
KBWB
$5.57B
$4.47K ﹤0.01%
+53
FSK icon
1298
FS KKR Capital
FSK
$2.99B
$4.44K ﹤0.01%
+300
XRN
1299
Chiron Real Estate Inc.
XRN
$473M
$4.39K ﹤0.01%
+130
ENSG icon
1300
The Ensign Group
ENSG
$12B
$4.36K ﹤0.01%
+25
50 51
52
53 54