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
PICK icon
1426
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.84B
$2.57K ﹤0.01%
+50
CRK icon
1427
Comstock Resources
CRK
$6.29B
$2.53K ﹤0.01%
+109
ORI icon
1428
Old Republic International
ORI
$10.3B
$2.51K ﹤0.01%
+55
SNV
1429
DELISTED
Synovus
SNV
$2.5K ﹤0.01%
+50
APLD icon
1430
Applied Digital
APLD
$7.03B
$2.5K ﹤0.01%
+102
DHT icon
1431
DHT Holdings
DHT
$2.91B
$2.44K ﹤0.01%
+200
ADT icon
1432
ADT
ADT
$5.37B
$2.42K ﹤0.01%
+300
MLPA icon
1433
Global X MLP ETF
MLPA
$2.14B
$2.42K ﹤0.01%
+50
NWBI icon
1434
Northwest Bancshares
NWBI
$1.79B
$2.4K ﹤0.01%
+200
RRX icon
1435
Regal Rexnord
RRX
$12.4B
$2.4K ﹤0.01%
+17
JPIN icon
1436
JPMorgan Diversified Return International Equity ETF
JPIN
$359M
$2.38K ﹤0.01%
+35
PLOW icon
1437
Douglas Dynamics
PLOW
$999M
$2.38K ﹤0.01%
+73
PFG icon
1438
Principal Financial Group
PFG
$20B
$2.38K ﹤0.01%
+27
SKM icon
1439
SK Telecom
SKM
$11B
$2.38K ﹤0.01%
+116
OFS icon
1440
OFS Capital
OFS
$52.5M
$2.38K ﹤0.01%
+500
MPX icon
1441
Marine Products Corp
MPX
$244M
$2.37K ﹤0.01%
+271
STRK
1442
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$576M
$2.36K ﹤0.01%
+30
FXN icon
1443
First Trust Energy AlphaDEX Fund
FXN
$330M
$2.35K ﹤0.01%
+143
FSLR icon
1444
First Solar
FSLR
$20.3B
$2.35K ﹤0.01%
+9
OVV icon
1445
Ovintiv
OVV
$14.8B
$2.35K ﹤0.01%
+60
RSG icon
1446
Republic Services
RSG
$71.3B
$2.33K ﹤0.01%
+11
BBJP icon
1447
JPMorgan BetaBuilders Japan ETF
BBJP
$14.8B
$2.31K ﹤0.01%
+35
XRMI icon
1448
Global X S&P 500 Risk Managed Income ETF
XRMI
$42.6M
$2.23K ﹤0.01%
+125
BR icon
1449
Broadridge
BR
$23B
$2.23K ﹤0.01%
+10
HAIL icon
1450
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$19.2M
$2.23K ﹤0.01%
+67
56 57
58
59 60