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
CRL icon
1526
Charles River Laboratories
CRL
$8.93B
$1.4K ﹤0.01%
+7
GNTX icon
1527
Gentex
GNTX
$4.85B
$1.4K ﹤0.01%
+60
HELO icon
1528
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.78B
$1.4K ﹤0.01%
+21
FLEX icon
1529
Flex
FLEX
$23.4B
$1.39K ﹤0.01%
+23
PXH icon
1530
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.86B
$1.34K ﹤0.01%
+52
USAI icon
1531
Pacer American Energy Infrastructure ETF
USAI
$97M
$1.33K ﹤0.01%
+35
BSM icon
1532
Black Stone Minerals
BSM
$3.28B
$1.33K ﹤0.01%
+100
VFVA icon
1533
Vanguard US Value Factor ETF
VFVA
$769M
$1.33K ﹤0.01%
+10
GTBP icon
1534
GT Biopharma
GTBP
$12.5M
$1.3K ﹤0.01%
+1,655
ONEZ
1535
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$127M
$1.3K ﹤0.01%
+50
APTV icon
1536
Aptiv
APTV
$15.4B
$1.29K ﹤0.01%
+17
NVCR icon
1537
NovoCure
NVCR
$1.62B
$1.29K ﹤0.01%
+100
DOX icon
1538
Amdocs
DOX
$7.37B
$1.29K ﹤0.01%
+16
KD icon
1539
Kyndryl
KD
$3.05B
$1.27K ﹤0.01%
+48
LDOS icon
1540
Leidos
LDOS
$22.2B
$1.26K ﹤0.01%
+7
ALGS icon
1541
Aligos Therapeutics
ALGS
$41M
$1.26K ﹤0.01%
+135
CHIQ icon
1542
Global X MSCI China Consumer Discretionary ETF
CHIQ
$169M
$1.25K ﹤0.01%
+59
CRH icon
1543
CRH
CRH
$74.4B
$1.25K ﹤0.01%
+10
DD icon
1544
DuPont de Nemours
DD
$19.1B
$1.25K ﹤0.01%
+31
BKUI icon
1545
BNY Mellon Ultra Short Income ETF
BKUI
$234M
$1.24K ﹤0.01%
+25
RBA icon
1546
RB Global
RBA
$19.8B
$1.23K ﹤0.01%
+12
EA icon
1547
Electronic Arts
EA
$50.2B
$1.23K ﹤0.01%
+6
UNG icon
1548
United States Natural Gas Fund
UNG
$469M
$1.23K ﹤0.01%
+100
USFD icon
1549
US Foods
USFD
$20.3B
$1.21K ﹤0.01%
+16
UAUG icon
1550
Innovator US Equity Ultra Buffer ETF August
UAUG
$168M
$1.2K ﹤0.01%
+30