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
ATHM icon
1451
Autohome
ATHM
$2.23B
$2.23K ﹤0.01%
+100
KSA icon
1452
iShares MSCI Saudi Arabia ETF
KSA
$656M
$2.22K ﹤0.01%
+61
XRT icon
1453
State Street SPDR S&P Retail ETF
XRT
$619M
$2.22K ﹤0.01%
+26
FLO icon
1454
Flowers Foods
FLO
$1.95B
$2.18K ﹤0.01%
+200
TSLX icon
1455
Sixth Street Specialty
TSLX
$1.75B
$2.17K ﹤0.01%
+100
SFM icon
1456
Sprouts Farmers Market
SFM
$7.27B
$2.15K ﹤0.01%
+27
MBI icon
1457
MBIA
MBI
$339M
$2.15K ﹤0.01%
+300
FCX icon
1458
Freeport-McMoran
FCX
$90.1B
$2.13K ﹤0.01%
+42
MSOS icon
1459
AdvisorShares Pure US Cannabis ETF
MSOS
$800M
$2.13K ﹤0.01%
+451
BBAI icon
1460
BigBear.ai
BBAI
$1.85B
$2.12K ﹤0.01%
+393
PGY icon
1461
Pagaya Technologies
PGY
$966M
$2.09K ﹤0.01%
+100
BIV icon
1462
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$2.09K ﹤0.01%
+27
EMBD icon
1463
Global X Emerging Markets Bond ETF
EMBD
$310M
$2.09K ﹤0.01%
+87
FOXA icon
1464
Fox Class A
FOXA
$25B
$2.05K ﹤0.01%
+28
TDY icon
1465
Teledyne Technologies
TDY
$30.3B
$2.04K ﹤0.01%
+4
NIO icon
1466
NIO
NIO
$11.9B
$2.04K ﹤0.01%
+400
AI icon
1467
C3.ai
AI
$1.32B
$2.02K ﹤0.01%
+150
JCPI icon
1468
JPMorgan Inflation Managed Bond ETF
JCPI
$792M
$1.98K ﹤0.01%
+41
LUMN icon
1469
Lumen
LUMN
$7B
$1.97K ﹤0.01%
+254
TPVG icon
1470
TriplePoint Venture Growth BDC
TPVG
$217M
$1.96K ﹤0.01%
+300
ES icon
1471
Eversource Energy
ES
$27.7B
$1.95K ﹤0.01%
+29
RYAAY icon
1472
Ryanair
RYAAY
$32.4B
$1.95K ﹤0.01%
+27
SDY icon
1473
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$1.95K ﹤0.01%
+14
PSEC icon
1474
Prospect Capital
PSEC
$1.32B
$1.95K ﹤0.01%
+751
ICE icon
1475
Intercontinental Exchange
ICE
$93.1B
$1.94K ﹤0.01%
+12