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
IFLN
1401
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$396M
$2.96K ﹤0.01%
+159
HAS icon
1402
Hasbro
HAS
$13.3B
$2.95K ﹤0.01%
+36
WF icon
1403
Woori Financial
WF
$16.1B
$2.94K ﹤0.01%
+50
CARR icon
1404
Carrier Global
CARR
$48.8B
$2.91K ﹤0.01%
+55
SWK icon
1405
Stanley Black & Decker
SWK
$11.8B
$2.9K ﹤0.01%
+39
DXJ icon
1406
WisdomTree Japan Hedged Equity Fund
DXJ
$6.12B
$2.88K ﹤0.01%
+20
CAH icon
1407
Cardinal Health
CAH
$51.2B
$2.88K ﹤0.01%
+14
TRTY icon
1408
Cambria Trinity ETF
TRTY
$135M
$2.85K ﹤0.01%
+100
IBKR icon
1409
Interactive Brokers
IBKR
$29.7B
$2.83K ﹤0.01%
+44
RSSB icon
1410
Return Stacked Global Stocks & Bonds ETF
RSSB
$442M
$2.81K ﹤0.01%
+100
PR icon
1411
Permian Resources
PR
$14B
$2.81K ﹤0.01%
+200
PBE icon
1412
Invesco Biotechnology & Genome ETF
PBE
$247M
$2.79K ﹤0.01%
+34
RCS
1413
PIMCO Strategic Income Fund
RCS
$268M
$2.79K ﹤0.01%
+500
RWT
1414
Redwood Trust
RWT
$748M
$2.77K ﹤0.01%
+500
STX icon
1415
Seagate
STX
$79B
$2.75K ﹤0.01%
+10
CDW icon
1416
CDW
CDW
$15.9B
$2.75K ﹤0.01%
+20
SIMS icon
1417
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.11M
$2.73K ﹤0.01%
+65
AGIO icon
1418
Agios Pharmaceuticals
AGIO
$1.61B
$2.72K ﹤0.01%
+100
ICMB icon
1419
Investcorp Credit Management BDC
ICMB
$40.5M
$2.7K ﹤0.01%
+1,000
PKST
1420
Peakstone Realty Trust
PKST
$774M
$2.67K ﹤0.01%
+186
ZTS icon
1421
Zoetis
ZTS
$51.3B
$2.67K ﹤0.01%
+21
FIS icon
1422
Fidelity National Information Services
FIS
$26.5B
$2.66K ﹤0.01%
+40
TRN icon
1423
Trinity Industries
TRN
$2.55B
$2.64K ﹤0.01%
+100
GPIX icon
1424
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.1B
$2.64K ﹤0.01%
+50
PD icon
1425
PagerDuty
PD
$732M
$2.62K ﹤0.01%
+200
55 56
57
58 59