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
GRMN icon
1576
Garmin
GRMN
$46.9B
$1.01K ﹤0.01%
+5
AOA icon
1577
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$985 ﹤0.01%
+11
HEI icon
1578
HEICO Corp
HEI
$42.3B
$971 ﹤0.01%
+3
RJF icon
1579
Raymond James Financial
RJF
$30B
$964 ﹤0.01%
+6
RMD icon
1580
ResMed
RMD
$36.8B
$963 ﹤0.01%
+4
CSL icon
1581
Carlisle Companies
CSL
$14.5B
$960 ﹤0.01%
+3
HNRG icon
1582
Hallador Energy
HNRG
$926M
$952 ﹤0.01%
+50
LVO icon
1583
LiveOne
LVO
$59M
$944 ﹤0.01%
+200
ECG
1584
Everus Construction Group
ECG
$5.62B
$941 ﹤0.01%
+11
PHM icon
1585
Pultegroup
PHM
$24.6B
$938 ﹤0.01%
+8
PPLT icon
1586
abrdn Physical Platinum Shares ETF
PPLT
$3.05B
$932 ﹤0.01%
+5
MICC
1587
The Magnum Ice Cream Company N.V.
MICC
$9.36B
$919 ﹤0.01%
+58
TEL icon
1588
TE Connectivity
TEL
$60.4B
$910 ﹤0.01%
+4
AXIA.PRC
1589
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$24.6B
$896 ﹤0.01%
+104
MATV icon
1590
Mativ Holdings
MATV
$513M
$863 ﹤0.01%
+71
TMQ
1591
Trilogy Metals
TMQ
$690M
$862 ﹤0.01%
+200
GPZ
1592
VanEck Alternative Asset Manager ETF
GPZ
$115M
$842 ﹤0.01%
+31
ATO icon
1593
Atmos Energy
ATO
$30.6B
$838 ﹤0.01%
+5
CCEP icon
1594
Coca-Cola Europacific Partners
CCEP
$44.9B
$816 ﹤0.01%
+9
ASX icon
1595
ASE Group
ASX
$46.2B
$805 ﹤0.01%
+50
CBRE icon
1596
CBRE Group
CBRE
$40.4B
$804 ﹤0.01%
+5
NLOP
1597
Net Lease Office Properties
NLOP
$213M
$799 ﹤0.01%
+31
CRCL
1598
Circle Internet Group
CRCL
$24B
$793 ﹤0.01%
+10
TRIB
1599
Trinity Biotech
TRIB
$13.6M
$791 ﹤0.01%
+1,000
ECL icon
1600
Ecolab
ECL
$79.7B
$788 ﹤0.01%
+3