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
DASH icon
1501
DoorDash
DASH
$79.7B
$1.58K ﹤0.01%
+7
PTGX icon
1502
Protagonist Therapeutics
PTGX
$5.83B
$1.57K ﹤0.01%
+18
LADR
1503
Ladder Capital
LADR
$1.32B
$1.57K ﹤0.01%
+143
SCHO icon
1504
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$1.56K ﹤0.01%
+64
ASIX icon
1505
AdvanSix
ASIX
$555M
$1.56K ﹤0.01%
+90
VIOO icon
1506
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.26B
$1.55K ﹤0.01%
+14
WDC icon
1507
Western Digital
WDC
$87.8B
$1.55K ﹤0.01%
+9
MJ icon
1508
Amplify Alternative Harvest ETF
MJ
$129M
$1.55K ﹤0.01%
+52
TJX icon
1509
TJX Companies
TJX
$179B
$1.54K ﹤0.01%
+10
SOUN icon
1510
SoundHound AI
SOUN
$3.5B
$1.53K ﹤0.01%
+154
DXYZ
1511
Destiny Tech100
DXYZ
$597M
$1.53K ﹤0.01%
+50
OSIS icon
1512
OSI Systems
OSIS
$4.51B
$1.53K ﹤0.01%
+6
STLD icon
1513
Steel Dynamics
STLD
$27.5B
$1.52K ﹤0.01%
+9
CSX icon
1514
CSX Corp
CSX
$76.5B
$1.52K ﹤0.01%
+42
BBH icon
1515
VanEck Biotech ETF
BBH
$375M
$1.51K ﹤0.01%
+8
IP icon
1516
International Paper
IP
$21.8B
$1.5K ﹤0.01%
+38
MPC icon
1517
Marathon Petroleum
MPC
$64.1B
$1.46K ﹤0.01%
+9
HIMS icon
1518
Hims & Hers Health
HIMS
$3.62B
$1.46K ﹤0.01%
+45
FDS icon
1519
Factset
FDS
$8.34B
$1.45K ﹤0.01%
+5
ITB icon
1520
iShares US Home Construction ETF
ITB
$2.54B
$1.44K ﹤0.01%
+15
E icon
1521
ENI
E
$68.6B
$1.44K ﹤0.01%
+38
DOCU
1522
DocuSign
DOCU
$9.66B
$1.44K ﹤0.01%
+21
PCAR icon
1523
PACCAR
PCAR
$64.9B
$1.42K ﹤0.01%
+13
RL icon
1524
Ralph Lauren
RL
$21.4B
$1.41K ﹤0.01%
+4
SSNC icon
1525
SS&C Technologies
SSNC
$18.4B
$1.4K ﹤0.01%
+16