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
BL icon
1476
BlackLine
BL
$2.24B
$1.94K ﹤0.01%
+35
HRZN icon
1477
Horizon Technology Finance
HRZN
$214M
$1.94K ﹤0.01%
+300
PI icon
1478
Impinj
PI
$3.01B
$1.91K ﹤0.01%
+11
VCSH icon
1479
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
$1.91K ﹤0.01%
+24
FTGC icon
1480
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.34B
$1.88K ﹤0.01%
+81
AMLP icon
1481
Alerian MLP ETF
AMLP
$12B
$1.88K ﹤0.01%
+40
YUM icon
1482
Yum! Brands
YUM
$43.8B
$1.81K ﹤0.01%
+12
EXPI icon
1483
eXp World Holdings
EXPI
$1.09B
$1.81K ﹤0.01%
+200
MSTY icon
1484
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.04B
$1.78K ﹤0.01%
+60
MP icon
1485
MP Materials
MP
$10.4B
$1.77K ﹤0.01%
+35
APH icon
1486
Amphenol
APH
$167B
$1.76K ﹤0.01%
+13
RKLB icon
1487
Rocket Lab Corp
RKLB
$39.7B
$1.74K ﹤0.01%
+25
LAC
1488
Lithium Americas
LAC
$1.4B
$1.73K ﹤0.01%
+397
VOD icon
1489
Vodafone
VOD
$33.8B
$1.73K ﹤0.01%
+131
HLT icon
1490
Hilton Worldwide
HLT
$70.5B
$1.72K ﹤0.01%
+6
DLTR icon
1491
Dollar Tree
DLTR
$23B
$1.72K ﹤0.01%
+14
VRSN icon
1492
VeriSign
VRSN
$21.9B
$1.7K ﹤0.01%
+7
SOLS
1493
Solstice Advanced Materials
SOLS
$12.2B
$1.7K ﹤0.01%
+35
RNRG icon
1494
Global X Renewable Energy Producers ETF
RNRG
$28.4M
$1.7K ﹤0.01%
+51
GEOS icon
1495
Geospace Technologies
GEOS
$130M
$1.69K ﹤0.01%
+100
PFEB icon
1496
Innovator US Equity Power Buffer ETF February
PFEB
$868M
$1.67K ﹤0.01%
+41
PHYS icon
1497
Sprott Physical Gold
PHYS
$18.5B
$1.65K ﹤0.01%
+50
DBX icon
1498
Dropbox
DBX
$6.14B
$1.64K ﹤0.01%
+59
SU icon
1499
Suncor Energy
SU
$68.4B
$1.6K ﹤0.01%
+36
ZWS icon
1500
Zurn Elkay Water Solutions
ZWS
$8.08B
$1.59K ﹤0.01%
+34