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
SYNA icon
1676
Synaptics
SYNA
$2.79B
$370 ﹤0.01%
+5
BAM icon
1677
Brookfield Asset Management
BAM
$74.3B
$367 ﹤0.01%
+7
KRUS icon
1678
Kura Sushi USA
KRUS
$698M
$366 ﹤0.01%
+7
TR icon
1679
Tootsie Roll Industries
TR
$3.15B
$366 ﹤0.01%
+10
JKHY icon
1680
Jack Henry & Associates
JKHY
$12.4B
$365 ﹤0.01%
+2
ESGV icon
1681
Vanguard ESG US Stock ETF
ESGV
$11.4B
$363 ﹤0.01%
+3
MDIV icon
1682
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$412M
$362 ﹤0.01%
+23
TFLR icon
1683
T. Rowe Price Floating Rate ETF
TFLR
$486M
$360 ﹤0.01%
+7
AGYS icon
1684
Agilysys
AGYS
$2.18B
$357 ﹤0.01%
+3
EGP icon
1685
EastGroup Properties
EGP
$10B
$356 ﹤0.01%
+2
GDEN icon
1686
Golden Entertainment
GDEN
$748M
$353 ﹤0.01%
+13
PTC icon
1687
PTC
PTC
$19.4B
$348 ﹤0.01%
+2
SNA icon
1688
Snap-on
SNA
$19.3B
$345 ﹤0.01%
+1
HII icon
1689
Huntington Ingalls Industries
HII
$16.8B
$340 ﹤0.01%
+1
WSO icon
1690
Watsco Inc
WSO
$16B
$337 ﹤0.01%
+1
Q
1691
Qnity Electronics Inc
Q
$23.1B
$327 ﹤0.01%
+4
CMPS
1692
Compass Pathways
CMPS
$747M
$324 ﹤0.01%
+47
INCO icon
1693
Columbia India Consumer ETF
INCO
$247M
$324 ﹤0.01%
+5
MTCH icon
1694
Match Group
MTCH
$7.19B
$323 ﹤0.01%
+10
BBCB icon
1695
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$43.5M
$321 ﹤0.01%
+7
VIAV icon
1696
Viavi Solutions
VIAV
$6.45B
$321 ﹤0.01%
+18
MAT icon
1697
Mattel
MAT
$4.8B
$298 ﹤0.01%
+15
IWMI
1698
NEOS Russell 2000 High Income ETF
IWMI
$624M
$292 ﹤0.01%
+6
COYA icon
1699
Coya Therapeutics
COYA
$100M
$290 ﹤0.01%
+50
NSC icon
1700
Norfolk Southern
NSC
$68B
$289 ﹤0.01%
+1