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
FLOW icon
1701
Global X US Cash Flow Kings 100 ETF
FLOW
$26.7M
$288 ﹤0.01%
+8
VMC icon
1702
Vulcan Materials
VMC
$35.7B
$285 ﹤0.01%
+1
PODD icon
1703
Insulet
PODD
$10.3B
$284 ﹤0.01%
+1
UGRO icon
1704
urban-gro
UGRO
$6.46M
$280 ﹤0.01%
+40
PDBC icon
1705
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.45B
$278 ﹤0.01%
+21
MAA icon
1706
Mid-America Apartment Communities
MAA
$14.8B
$278 ﹤0.01%
+2
IMSR
1707
Terrestrial Energy
IMSR
$866M
$275 ﹤0.01%
+45
POWW icon
1708
Outdoor Holding Co
POWW
$228M
$268 ﹤0.01%
+157
DG icon
1709
Dollar General
DG
$23.1B
$266 ﹤0.01%
+2
SHE icon
1710
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$315M
$264 ﹤0.01%
+2
HHS icon
1711
Harte-Hanks
HHS
$20.8M
$259 ﹤0.01%
+86
RR icon
1712
Richtech Robotics
RR
$633M
$258 ﹤0.01%
+80
CAR icon
1713
Avis
CAR
$5.25B
$257 ﹤0.01%
+2
MGC icon
1714
Vanguard Mega Cap 300 Index ETF
MGC
$9.9B
$251 ﹤0.01%
+1
NBIS
1715
Nebius Group N.V.
NBIS
$56.1B
$251 ﹤0.01%
+3
CIEN icon
1716
Ciena
CIEN
$83.6B
$234 ﹤0.01%
+1
VEEV icon
1717
Veeva Systems
VEEV
$25.5B
$223 ﹤0.01%
+1
NTAP icon
1718
NetApp
NTAP
$23.7B
$214 ﹤0.01%
+2
QS icon
1719
QuantumScape Corp
QS
$5.29B
$208 ﹤0.01%
+20
PRFD icon
1720
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$212M
$206 ﹤0.01%
+4
CEFZ
1721
RiverNorth Active Income ETF
CEFZ
$39.8M
$205 ﹤0.01%
+25
THO icon
1722
Thor Industries
THO
$4.07B
$205 ﹤0.01%
+2
RGR icon
1723
Sturm, Ruger & Co
RGR
$636M
$196 ﹤0.01%
+6
NSP icon
1724
Insperity
NSP
$1.1B
$194 ﹤0.01%
+5
SCHB icon
1725
Schwab US Broad Market ETF
SCHB
$42.7B
$184 ﹤0.01%
+7
67 68
69
70 71