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
$491M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,906
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$4.76M
3 +$4.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.56M

Sector Composition

1 Technology 10.98%
2 Financials 7.65%
3 Consumer Discretionary 3.71%
4 Healthcare 2.48%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PPLT icon
1651
abrdn Physical Platinum Shares ETF
PPLT
$2.3B
$891 ﹤0.01%
50
DIOD icon
1652
Diodes
DIOD
$5.34B
$887 ﹤0.01%
13
UGRO icon
1653
urban-gro
UGRO
$4.04M
$883 ﹤0.01%
40
SRE icon
1654
Sempra
SRE
$58.5B
$878 ﹤0.01%
+9
UAMY icon
1655
United States Antimony
UAMY
$1.28B
$873 ﹤0.01%
100
TQQQ icon
1656
ProShares UltraPro QQQ
TQQQ
$40.1B
$834 ﹤0.01%
+20
HNRG icon
1657
Hallador Energy
HNRG
$893M
$814 ﹤0.01%
50
SSNC icon
1658
SS&C Technologies
SSNC
$16.4B
$811 ﹤0.01%
12
-4
NTRA icon
1659
Natera
NTRA
$30.3B
$800 ﹤0.01%
+4
IVES
1660
Dan IVES Wedbush AI Revolution ETF
IVES
$1.19B
$794 ﹤0.01%
28
+6
EXR icon
1661
Extra Space Storage
EXR
$30.2B
$787 ﹤0.01%
6
+1
TRGP icon
1662
Targa Resources
TRGP
$56.4B
$752 ﹤0.01%
+3
LQDW icon
1663
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$270M
$750 ﹤0.01%
31
+1
PLNT icon
1664
Planet Fitness
PLNT
$4.08B
$744 ﹤0.01%
10
RLGT icon
1665
Radiant Logistics
RLGT
$396M
$719 ﹤0.01%
102
QQQH
1666
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$382M
$718 ﹤0.01%
14
VAC icon
1667
Marriott Vacations Worldwide
VAC
$2.94B
$716 ﹤0.01%
11
NATL icon
1668
NCR Atleos
NATL
$3.25B
$697 ﹤0.01%
16
ATMU icon
1669
Atmus Filtration Technologies
ATMU
$3.86B
$681 ﹤0.01%
12
HOLX
1670
DELISTED
Hologic
HOLX
$680 ﹤0.01%
9
EVTC icon
1671
Evertec
EVTC
$1.39B
$677 ﹤0.01%
24
GTBP icon
1672
GT Biopharma
GTBP
$17.2M
$675 ﹤0.01%
1,655
GPZ
1673
VanEck Alternative Asset Manager ETF
GPZ
$240M
$666 ﹤0.01%
31
HUT
1674
Hut 8
HUT
$14.4B
$657 ﹤0.01%
14
ITRN icon
1675
Ituran Location and Control
ITRN
$1.29B
$657 ﹤0.01%
13