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
SMFG icon
1376
Sumitomo Mitsui Financial
SMFG
$128B
$3.23K ﹤0.01%
+167
SID icon
1377
Companhia Siderúrgica Nacional
SID
$1.84B
$3.2K ﹤0.01%
+2,000
EMN icon
1378
Eastman Chemical
EMN
$8.02B
$3.19K ﹤0.01%
+50
SCZ icon
1379
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$3.18K ﹤0.01%
+41
FDRR icon
1380
Fidelity Dividend ETF for Rising Rates
FDRR
$661M
$3.17K ﹤0.01%
+52
LAMR icon
1381
Lamar Advertising Co
LAMR
$13.8B
$3.16K ﹤0.01%
+25
EPD icon
1382
Enterprise Products Partners
EPD
$81.2B
$3.16K ﹤0.01%
+99
CMRE icon
1383
Costamare
CMRE
$2.01B
$3.16K ﹤0.01%
+200
TXT icon
1384
Textron
TXT
$16.5B
$3.14K ﹤0.01%
+36
LYV icon
1385
Live Nation Entertainment
LYV
$36.7B
$3.13K ﹤0.01%
+22
FTRI icon
1386
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$135M
$3.13K ﹤0.01%
+200
HPE icon
1387
Hewlett Packard
HPE
$28.1B
$3.12K ﹤0.01%
+130
FFEB icon
1388
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
$3.11K ﹤0.01%
+55
NYC
1389
American Strategic Investment Co
NYC
$21.7M
$3.11K ﹤0.01%
+375
NUE icon
1390
Nucor
NUE
$38.4B
$3.1K ﹤0.01%
+19
HEAL
1391
Global X Funds Global X HealthTech ETF
HEAL
$34.1M
$3.1K ﹤0.01%
+106
SCI icon
1392
Service Corp International
SCI
$11.4B
$3.08K ﹤0.01%
+39
REFI
1393
Chicago Atlantic Real Estate Finance
REFI
$259M
$3.06K ﹤0.01%
+250
IWC icon
1394
iShares Micro-Cap ETF
IWC
$1.25B
$3.05K ﹤0.01%
+19
EAOR icon
1395
iShares ESG Aware Growth Allocation ETF
EAOR
$29.2M
$3.04K ﹤0.01%
+86
FNOV icon
1396
FT Vest US Equity Buffer ETF November
FNOV
$1.14B
$3.02K ﹤0.01%
+55
EC icon
1397
Ecopetrol
EC
$26.6B
$3.01K ﹤0.01%
+300
FMAY icon
1398
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
$2.99K ﹤0.01%
+56
WCN icon
1399
Waste Connections
WCN
$43.5B
$2.98K ﹤0.01%
+17
FAUG icon
1400
FT Vest US Equity Buffer ETF August
FAUG
$1.15B
$2.96K ﹤0.01%
+56
54 55
56
57 58