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
FLOW icon
1701
Global X US Cash Flow Kings 100 ETF
FLOW
$28.8M
$288 ﹤0.01%
+8
VMC icon
1702
Vulcan Materials
VMC
$35.9B
$285 ﹤0.01%
+1
PODD icon
1703
Insulet
PODD
$16.7B
$284 ﹤0.01%
+1
UGRO icon
1704
urban-gro
UGRO
$1.83M
$280 ﹤0.01%
+40
MAA icon
1705
Mid-America Apartment Communities
MAA
$15.5B
$278 ﹤0.01%
+2
PDBC icon
1706
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.03B
$278 ﹤0.01%
+21
IMSR
1707
Terrestrial Energy
IMSR
$531M
$275 ﹤0.01%
+45
POWW icon
1708
Outdoor Holding Co
POWW
$239M
$268 ﹤0.01%
+157
DG icon
1709
Dollar General
DG
$32.2B
$266 ﹤0.01%
+2
SHE icon
1710
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$285M
$264 ﹤0.01%
+2
HHS icon
1711
Harte-Hanks
HHS
$20.6M
$259 ﹤0.01%
+86
RR icon
1712
Richtech Robotics
RR
$528M
$258 ﹤0.01%
+80
CAR icon
1713
Avis
CAR
$3.44B
$257 ﹤0.01%
+2
MGC icon
1714
Vanguard Mega Cap 300 Index ETF
MGC
$9.26B
$251 ﹤0.01%
+1
NBIS
1715
Nebius Group N.V.
NBIS
$22.6B
$251 ﹤0.01%
+3
CIEN icon
1716
Ciena
CIEN
$41.6B
$234 ﹤0.01%
+1
VEEV icon
1717
Veeva Systems
VEEV
$32.1B
$223 ﹤0.01%
+1
NTAP icon
1718
NetApp
NTAP
$20B
$214 ﹤0.01%
+2
QS icon
1719
QuantumScape Corp
QS
$4.02B
$208 ﹤0.01%
+20
PRFD icon
1720
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$217M
$206 ﹤0.01%
+4
THO icon
1721
Thor Industries
THO
$4.56B
$205 ﹤0.01%
+2
CEFZ
1722
RiverNorth Active Income ETF
CEFZ
$36.7M
$205 ﹤0.01%
+25
RGR icon
1723
Sturm, Ruger & Co
RGR
$606M
$196 ﹤0.01%
+6
NSP icon
1724
Insperity
NSP
$840M
$194 ﹤0.01%
+5
SCHB icon
1725
Schwab US Broad Market ETF
SCHB
$37.8B
$184 ﹤0.01%
+7
67 68
69
70 71