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
CRCT icon
1326
Cricut
CRCT
$858M
$3.96K ﹤0.01%
+800
IONS icon
1327
Ionis Pharmaceuticals
IONS
$12.2B
$3.96K ﹤0.01%
+50
PFS icon
1328
Provident Financial Services
PFS
$2.73B
$3.95K ﹤0.01%
+200
NET icon
1329
Cloudflare
NET
$68.7B
$3.94K ﹤0.01%
+20
GTX icon
1330
Garrett Motion
GTX
$3.51B
$3.92K ﹤0.01%
+225
UBSI icon
1331
United Bankshares
UBSI
$5.6B
$3.92K ﹤0.01%
+102
KSPI icon
1332
Kaspi.kz JSC
KSPI
$14.2B
$3.91K ﹤0.01%
+50
SMMV icon
1333
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
$3.9K ﹤0.01%
+90
ELV icon
1334
Elevance Health
ELV
$63.9B
$3.9K ﹤0.01%
+11
EQT icon
1335
EQT Corp
EQT
$38.7B
$3.86K ﹤0.01%
+72
EYLD icon
1336
Cambria Emerging Shareholder Yield ETF
EYLD
$694M
$3.83K ﹤0.01%
+100
EQIX icon
1337
Equinix
EQIX
$92.1B
$3.83K ﹤0.01%
+5
UAE icon
1338
iShares MSCI UAE ETF
UAE
$202M
$3.82K ﹤0.01%
+200
DGX icon
1339
Quest Diagnostics
DGX
$21.9B
$3.82K ﹤0.01%
+22
CBRL icon
1340
Cracker Barrel
CBRL
$657M
$3.81K ﹤0.01%
+150
XCCC icon
1341
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$289M
$3.8K ﹤0.01%
+100
SBRA icon
1342
Sabra Healthcare REIT
SBRA
$5.15B
$3.79K ﹤0.01%
+200
SNPS icon
1343
Synopsys
SNPS
$83.8B
$3.76K ﹤0.01%
+8
HOOD icon
1344
Robinhood
HOOD
$69.4B
$3.73K ﹤0.01%
+33
LOAN
1345
Manhattan Bridge Capital
LOAN
$48.7M
$3.72K ﹤0.01%
+800
VGIT icon
1346
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$3.72K ﹤0.01%
+62
WELL icon
1347
Welltower
WELL
$143B
$3.71K ﹤0.01%
+20
KREF
1348
KKR Real Estate Finance Trust
KREF
$461M
$3.7K ﹤0.01%
+450
ARKW icon
1349
ARK Web x.0 ETF
ARKW
$1.63B
$3.69K ﹤0.01%
+25
AXIA
1350
AXIA Energia
AXIA
$25.4B
$3.66K ﹤0.01%
+400