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
GDDY icon
1626
GoDaddy
GDDY
$12.5B
$620 ﹤0.01%
+5
PKG icon
1627
Packaging Corp of America
PKG
$20B
$619 ﹤0.01%
+3
VTR icon
1628
Ventas
VTR
$40.3B
$619 ﹤0.01%
+8
NATL icon
1629
NCR Atleos
NATL
$3.36B
$610 ﹤0.01%
+16
LI icon
1630
Li Auto
LI
$17.4B
$593 ﹤0.01%
+35
ETH
1631
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
$589 ﹤0.01%
+21
ESNT icon
1632
Essent Group
ESNT
$5.59B
$585 ﹤0.01%
+9
BBAX icon
1633
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.2B
$563 ﹤0.01%
+10
ITRN icon
1634
Ituran Location and Control
ITRN
$985M
$559 ﹤0.01%
+13
BKR icon
1635
Baker Hughes
BKR
$59.1B
$546 ﹤0.01%
+12
ADI icon
1636
Analog Devices
ADI
$154B
$542 ﹤0.01%
+2
DFAR icon
1637
Dimensional US Real Estate ETF
DFAR
$1.63B
$542 ﹤0.01%
+24
FDLO icon
1638
Fidelity Low Volatility Factor ETF
FDLO
$1.45B
$534 ﹤0.01%
+8
BBLU icon
1639
EA Bridgeway Blue Chip ETF
BBLU
$371M
$519 ﹤0.01%
+34
EW icon
1640
Edwards Lifesciences
EW
$47.4B
$512 ﹤0.01%
+6
KKR icon
1641
KKR & Co
KKR
$81.4B
$510 ﹤0.01%
+4
AEM icon
1642
Agnico Eagle Mines
AEM
$111B
$509 ﹤0.01%
+3
CWH icon
1643
Camping World
CWH
$467M
$506 ﹤0.01%
+52
BN icon
1644
Brookfield
BN
$92.5B
$505 ﹤0.01%
+11
SAIC icon
1645
Saic
SAIC
$4.31B
$503 ﹤0.01%
+5
UAMY icon
1646
United States Antimony
UAMY
$1.34B
$502 ﹤0.01%
+100
RITM icon
1647
Rithm Capital
RITM
$5.36B
$490 ﹤0.01%
+45
VRTS icon
1648
Virtus Investment Partners
VRTS
$906M
$489 ﹤0.01%
+3
BLV icon
1649
Vanguard Long-Term Bond ETF
BLV
$5.98B
$487 ﹤0.01%
+7
DTM icon
1650
DT Midstream
DTM
$14.4B
$486 ﹤0.01%
+4