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
OZEM
1551
Roundhill GLP-1 & Weight Loss ETF
OZEM
$53.3M
$1.2K ﹤0.01%
+35
USAR
1552
USA Rare Earth Inc
USAR
$4.16B
$1.19K ﹤0.01%
+100
ORLY icon
1553
O'Reilly Automotive
ORLY
$79.1B
$1.19K ﹤0.01%
+13
TJUL icon
1554
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$151M
$1.18K ﹤0.01%
40
-8,888
PSLV icon
1555
Sprott Physical Silver Trust
PSLV
$17B
$1.18K ﹤0.01%
+50
TEM
1556
Tempus AI
TEM
$9.48B
$1.18K ﹤0.01%
+20
DTE icon
1557
DTE Energy
DTE
$30.9B
$1.18K ﹤0.01%
+9
KRP icon
1558
Kimbell Royalty Partners
KRP
$1.36B
$1.18K ﹤0.01%
+100
VGLT icon
1559
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$1.17K ﹤0.01%
+21
VSAT icon
1560
Viasat
VSAT
$6.18B
$1.14K ﹤0.01%
+33
VRSK icon
1561
Verisk Analytics
VRSK
$29.1B
$1.12K ﹤0.01%
+5
INMD icon
1562
InMode
INMD
$852M
$1.12K ﹤0.01%
+76
RGTI icon
1563
Rigetti Computing
RGTI
$5.6B
$1.11K ﹤0.01%
+50
KARS icon
1564
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$74.3M
$1.1K ﹤0.01%
+36
MGM icon
1565
MGM Resorts International
MGM
$9.5B
$1.09K ﹤0.01%
+30
HSY icon
1566
Hershey
HSY
$45.9B
$1.09K ﹤0.01%
+6
CHD icon
1567
Church & Dwight Co
CHD
$23.6B
$1.09K ﹤0.01%
+13
PLNT icon
1568
Planet Fitness
PLNT
$6.37B
$1.08K ﹤0.01%
+10
AMZU icon
1569
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
AMZU
$398M
$1.08K ﹤0.01%
+31
GLXY
1570
Galaxy Digital Inc
GLXY
$4.33B
$1.07K ﹤0.01%
+48
GIL icon
1571
Gildan
GIL
$12.2B
$1.06K ﹤0.01%
+17
ET icon
1572
Energy Transfer Partners
ET
$64.2B
$1.05K ﹤0.01%
+64
WSC icon
1573
WillScot Mobile Mini Holdings
WSC
$3.63B
$1.04K ﹤0.01%
+56
STM icon
1574
STMicroelectronics
STM
$29.6B
$1.04K ﹤0.01%
+40
ON icon
1575
ON Semiconductor
ON
$24B
$1.03K ﹤0.01%
+19