TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
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
WIT icon
1601
Wipro
WIT
$19.4B
$784 ﹤0.01%
+276
AJG icon
1602
Arthur J. Gallagher & Co
AJG
$50.8B
$776 ﹤0.01%
+3
TTWO icon
1603
Take-Two Interactive
TTWO
$44.9B
$768 ﹤0.01%
+3
ACIW icon
1604
ACI Worldwide
ACIW
$4.15B
$765 ﹤0.01%
+16
STE icon
1605
Steris
STE
$21.2B
$761 ﹤0.01%
+3
QQQH
1606
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$376M
$760 ﹤0.01%
+14
LQDW icon
1607
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$269M
$737 ﹤0.01%
30
-7,938
APO icon
1608
Apollo Global Management
APO
$78.1B
$724 ﹤0.01%
5
-5,195
LYG icon
1609
Lloyds Banking Group
LYG
$75.1B
$721 ﹤0.01%
+136
IBN icon
1610
ICICI Bank
IBN
$93.8B
$715 ﹤0.01%
+24
VLTO icon
1611
Veralto
VLTO
$20.9B
$699 ﹤0.01%
+7
EVTC icon
1612
Evertec
EVTC
$1.44B
$698 ﹤0.01%
+24
IVES
1613
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
$695 ﹤0.01%
+22
FWONK icon
1614
Liberty Media Series C
FWONK
$22.8B
$690 ﹤0.01%
+7
PATH icon
1615
UiPath
PATH
$5.03B
$688 ﹤0.01%
+42
WDS icon
1616
Woodside Energy
WDS
$42.4B
$686 ﹤0.01%
+44
PDD icon
1617
Pinduoduo
PDD
$136B
$680 ﹤0.01%
+6
HOLX
1618
DELISTED
Hologic
HOLX
$670 ﹤0.01%
+9
EXR icon
1619
Extra Space Storage
EXR
$30B
$651 ﹤0.01%
+5
RLGT icon
1620
Radiant Logistics
RLGT
$384M
$646 ﹤0.01%
+102
WDAY icon
1621
Workday
WDAY
$29.7B
$644 ﹤0.01%
+3
HUT
1622
Hut 8
HUT
$12.3B
$643 ﹤0.01%
+14
DIOD icon
1623
Diodes
DIOD
$4.76B
$641 ﹤0.01%
+13
VAC icon
1624
Marriott Vacations Worldwide
VAC
$2.48B
$635 ﹤0.01%
+11
ATMU icon
1625
Atmus Filtration Technologies
ATMU
$4.41B
$623 ﹤0.01%
+12