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
MARA icon
1726
Marathon Digital Holdings
MARA
$5.07B
$180 ﹤0.01%
+20
DUOL icon
1727
Duolingo
DUOL
$5.09B
$176 ﹤0.01%
+1
H icon
1728
Hyatt Hotels
H
$16B
$160 ﹤0.01%
+1
SIGA icon
1729
SIGA Technologies
SIGA
$306M
$153 ﹤0.01%
+25
SLVM icon
1730
Sylvamo
SLVM
$1.54B
$147 ﹤0.01%
+3
EQH icon
1731
Equitable Holdings
EQH
$12B
$143 ﹤0.01%
+3
TEI
1732
Templeton Emerging Markets Income Fund
TEI
$305M
$142 ﹤0.01%
+22
PLUG icon
1733
Plug Power
PLUG
$5.29B
$142 ﹤0.01%
+72
DXCM icon
1734
DexCom
DXCM
$22.3B
$133 ﹤0.01%
+2
MBS icon
1735
Angel Oak Mortgage-Backed Securities ETF
MBS
$146M
$131 ﹤0.01%
+15
EMLC icon
1736
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.85B
$129 ﹤0.01%
+5
DXC icon
1737
DXC Technology
DXC
$1.34B
$117 ﹤0.01%
+8
LCID icon
1738
Lucid Motors
LCID
$2.45B
$106 ﹤0.01%
+10
FLGT icon
1739
Fulgent Genetics
FLGT
$460M
$105 ﹤0.01%
+4
EXEEL
1740
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$100 ﹤0.01%
+1
NE.WS.A icon
1741
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$4.71B
$100 ﹤0.01%
+12
DRIV icon
1742
Global X Autonomous & Electric Vehicles ETF
DRIV
$438M
$89 ﹤0.01%
+3
NOV icon
1743
NOV
NOV
$7.4B
$78 ﹤0.01%
+5
CNDT icon
1744
Conduent
CNDT
$223M
$77 ﹤0.01%
+40
LGO
1745
Largo
LGO
$98.3M
$70 ﹤0.01%
+75
IYZ icon
1746
iShares US Telecommunications ETF
IYZ
$1.15B
$68 ﹤0.01%
+2
INSG icon
1747
Inseego
INSG
$229M
$62 ﹤0.01%
+6
HAIN icon
1748
Hain Celestial
HAIN
$72M
$54 ﹤0.01%
+50
EVGO icon
1749
EVgo
EVGO
$273M
$49 ﹤0.01%
+17
KBWY icon
1750
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$282M
$46 ﹤0.01%
+3