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
CAC icon
1301
Camden National
CAC
$777M
$4.34K ﹤0.01%
+100
QTWO icon
1302
Q2 Holdings
QTWO
$3.3B
$4.33K ﹤0.01%
+60
CEVA icon
1303
CEVA Inc
CEVA
$517M
$4.3K ﹤0.01%
+200
IAF
1304
abrdn Australia Equity Fund
IAF
$120M
$4.3K ﹤0.01%
+333
NOG icon
1305
Northern Oil and Gas
NOG
$2.81B
$4.29K ﹤0.01%
+200
SEVN
1306
Seven Hills Realty Trust
SEVN
$194M
$4.28K ﹤0.01%
+481
USFR icon
1307
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$4.28K ﹤0.01%
+85
ACR
1308
ACRES Commercial Realty
ACR
$139M
$4.27K ﹤0.01%
+200
DEA
1309
Easterly Government Properties
DEA
$1.04B
$4.24K ﹤0.01%
+200
ITW icon
1310
Illinois Tool Works
ITW
$79.9B
$4.22K ﹤0.01%
+17
XSD icon
1311
State Street SPDR S&P Semiconductor ETF
XSD
$1.6B
$4.18K ﹤0.01%
+13
WAL icon
1312
Western Alliance Bancorporation
WAL
$8.12B
$4.18K ﹤0.01%
+50
NI icon
1313
NiSource
NI
$22.2B
$4.18K ﹤0.01%
+100
AGGH icon
1314
Simplify Aggregate Bond ETF
AGGH
$387M
$4.14K ﹤0.01%
+200
AME icon
1315
Ametek
AME
$50.8B
$4.12K ﹤0.01%
+20
MFIC icon
1316
MidCap Financial Investment
MFIC
$970M
$4.12K ﹤0.01%
+360
SANA icon
1317
Sana Biotechnology
SANA
$839M
$4.07K ﹤0.01%
+1,000
RS icon
1318
Reliance Steel & Aluminium
RS
$15.7B
$4.04K ﹤0.01%
+14
TFLO icon
1319
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$4.04K ﹤0.01%
+80
WMB icon
1320
Williams Companies
WMB
$90.7B
$4.03K ﹤0.01%
+67
MSCI icon
1321
MSCI
MSCI
$41.8B
$4.02K ﹤0.01%
+7
NOAH
1322
Noah Holdings
NOAH
$760M
$4.02K ﹤0.01%
+400
PCY icon
1323
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.44B
$4.01K ﹤0.01%
+185
SWX icon
1324
Southwest Gas
SWX
$6.32B
$4K ﹤0.01%
+50
EWJV icon
1325
iShares MSCI Japan Value ETF
EWJV
$714M
$3.97K ﹤0.01%
+100
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