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
KEYS icon
1351
Keysight
KEYS
$46.8B
$3.66K ﹤0.01%
+18
INTR icon
1352
Inter&Co
INTR
$3.54B
$3.62K ﹤0.01%
+427
XAR icon
1353
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$3.62K ﹤0.01%
+15
MDLZ icon
1354
Mondelez International
MDLZ
$74.9B
$3.61K ﹤0.01%
+67
EBF icon
1355
Ennis
EBF
$539M
$3.6K ﹤0.01%
+200
EWO icon
1356
iShares MSCI Austria ETF
EWO
$133M
$3.55K ﹤0.01%
+100
FXH icon
1357
First Trust Health Care AlphaDEX Fund
FXH
$882M
$3.53K ﹤0.01%
+31
GECC icon
1358
Great Elm Capital Corp
GECC
$79.8M
$3.52K ﹤0.01%
+500
APD icon
1359
Air Products & Chemicals
APD
$60.6B
$3.52K ﹤0.01%
+14
TREX icon
1360
Trex
TREX
$3.97B
$3.51K ﹤0.01%
+100
VCRB icon
1361
Vanguard Core Bond ETF
VCRB
$5.89B
$3.5K ﹤0.01%
+45
DIHP icon
1362
Dimensional International High Profitability ETF
DIHP
$5.44B
$3.48K ﹤0.01%
+110
SDEM icon
1363
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$46.4M
$3.48K ﹤0.01%
+116
BAX icon
1364
Baxter International
BAX
$9.1B
$3.46K ﹤0.01%
+181
TAIL icon
1365
Cambria Tail Risk ETF
TAIL
$167M
$3.45K ﹤0.01%
+300
VRT icon
1366
Vertiv
VRT
$92.5B
$3.4K ﹤0.01%
+21
CFG icon
1367
Citizens Financial Group
CFG
$24.7B
$3.39K ﹤0.01%
+58
COR icon
1368
Cencora
COR
$69.7B
$3.38K ﹤0.01%
+10
ESML icon
1369
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.25B
$3.36K ﹤0.01%
+73
ALLW
1370
SSGA Active Trust State Street Bridgewater All Weather ETF
ALLW
$978M
$3.35K ﹤0.01%
+122
BBD icon
1371
Banco Bradesco
BBD
$38.9B
$3.33K ﹤0.01%
+1,000
DAPP icon
1372
VanEck Digital Transformation ETF
DAPP
$274M
$3.31K ﹤0.01%
+200
CNI icon
1373
Canadian National Railway
CNI
$65.3B
$3.26K ﹤0.01%
+33
CRI icon
1374
Carter's
CRI
$1.24B
$3.24K ﹤0.01%
+100
ABR icon
1375
Arbor Realty Trust
ABR
$1.7B
$3.23K ﹤0.01%
+416