Asset Manager
← All Institutions
Triumph Capital Management
Market Value
$406M
+23.1%
Holdings
1,580
+1,269
New Purchases
1,298
Added To
147
Closed
0
Reduced
121
Top 10 Concentration
20.9%
Turnover
82.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XLP | 1.21% | 0.18% | +1.04% | $5M |
| FDL | 1.61% | 0.61% | +1.00% | $7M |
| FTCS | 2.10% | 1.36% | +0.74% | $9M |
| SPYM | 0.59% | 0.00% | +0.59% | $2M |
| SPYI | 0.68% | 0.25% | +0.42% | $3M |
| TSPY | 0.41% | 0.00% | +0.41% | $2M |
| PLTR | 0.71% | 0.37% | +0.35% | $3M |
| KHPI | 0.61% | 0.27% | +0.33% | $2M |
| CRWV | 0.30% | 0.00% | +0.30% | $1M |
| SOFI | 0.83% | 0.59% | +0.23% | $3M |
| TGT | 0.21% | 0.00% | +0.21% | $859K |
| ORCL | 0.33% | 0.13% | +0.19% | $1M |
| VZ | 0.43% | 0.24% | +0.19% | $2M |
| DE | 0.18% | 0.00% | +0.18% | $749K |
| LYFT | 0.18% | 0.00% | +0.18% | $726K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FTSM | 3.25% | 4.70% | -1.45% | $13M |
| FEX | 1.53% | 2.76% | -1.23% | $6M |
| SPY | 1.73% | 2.76% | -1.03% | $7M |
| FIXD | 2.50% | 3.21% | -0.71% | $10M |
| RDVY | 2.24% | 2.75% | -0.51% | $9M |
| CRWD | 0.16% | 0.64% | -0.49% | $639K |
| IWM | 1.22% | 1.69% | -0.47% | $5M |
| SDVY | 1.98% | 2.44% | -0.45% | $8M |
| BND | 2.04% | 2.43% | -0.40% | $8M |
| QQQ | 1.69% | 2.08% | -0.39% | $7M |
| IBM | 0.07% | 0.43% | -0.36% | $293K |
| IWR | 1.39% | 1.71% | -0.33% | $6M |
| CFLT | 0.03% | 0.35% | -0.32% | $114K |
| JPST | 1.70% | 2.01% | -0.32% | $7M |
| ELY | 0.00% | 0.31% | -0.31% | $10K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 78 | $83M | 20.5% |
| Large Cap | 573 | $147M | 36.1% |
| Mid Cap | 386 | $108M | 26.6% |
| Small Cap | 356 | $53M | 13.0% |
| Micro Cap | 187 | $16M | 3.8% |
Portfolio Analytics
Avg Market Cap
$62.0B
Median Market Cap
$6.0B
Avg P/E
27.6
Median P/E
17.5
Avg Dividend Yield
0.04%
Avg Beta
0.95
# Stocks
887
# ETFs / Funds
693
Top Holdings (1,580 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FTSM | 3.25% | 220,716 | $13M | $59.91 | -$2M | -38,625 | -14.9% | |
| 2 | FIXD | 2.50% | 229,095 | $10M | $44.42 | -$424K | -12,428 | -5.2% | |
| 3 | RDVY | 2.24% | 135,470 | $9M | $67.26 | $38K | -9,151 | -6.3% | |
| 4 | FTCS | 2.10% | 91,042 | $9M | $93.64 | $4M | +41,532 | +83.9% | |
| 5 | BND | 2.04% | 111,347 | $8M | $74.37 | $245K | +2,214 | +2.0% | |
| 6 | SDVY | 1.98% | 212,111 | $8M | $38.02 | $23K | -15,809 | -6.9% | |
| 7 | SPY | 1.73% | 10,577 | $7M | $666.18 | -$2M | -4,177 | -28.3% | |
| 8 | JPST | 1.70% | 136,061 | $7M | $50.73 | $251K | +4,822 | +3.7% | |
| 9 | QQQ | 1.69% | 11,434 | $7M | $600.37 | $14K | -985 | -7.9% | |
| 10 | IVV | 1.64% | 9,927 | $7M | $669.30 | $681K | +323 | +3.4% | |
| 11 | FDL | 1.61% | 150,491 | $7M | $43.41 | $5M | +102,692 | +214.8% | |
| 12 | LMBS | 1.61% | 131,094 | $7M | $49.79 | $824K | +15,317 | +13.2% | |
| 13 | FEX | 1.53% | 53,192 | $6M | $116.82 | -$3M | -29,775 | -35.9% | |
| 14 | NVDA | 1.40% | 30,463 | $6M | $186.58 | $870K | -9 | -0.0% | |
| 15 | IWR | 1.39% | 58,333 | $6M | $96.55 | -$25K | -3,175 | -5.2% | |
| 16 | BNDX | 1.38% | 113,769 | $6M | $49.46 | $186K | +3,872 | +3.5% | |
| 17 | IWM | 1.22% | 20,531 | $5M | $241.96 | -$607K | -5,302 | -20.5% | |
| 18 | XLP | 1.21% | 62,757 | $5M | $78.37 | $4M | +55,608 | +777.8% | |
| 19 | TLT | 1.16% | 52,699 | $5M | $89.37 | $811K | +8,519 | +19.3% | |
| 20 | UDEC | 1.12% | 118,671 | $5M | $38.37 | $207K | -607 | -0.5% | |
| 21 | AMZN | 1.09% | 20,242 | $4M | $219.57 | $684K | +3,103 | +18.1% | |
| 22 | QUAL | 1.08% | 22,534 | $4M | $194.50 | $328K | +356 | +1.6% | |
| 23 | SFLR | 1.07% | 121,190 | $4M | $36.03 | $664K | +10,887 | +9.9% | |
| 24 | AAPL | 1.01% | 16,057 | $4M | $254.64 | -$231K | -4,997 | -23.7% | |
| 25 | BRK-B | 0.95% | 7,660 | $4M | $502.74 | $556K | +877 | +12.9% | |
| 26 | MSFT | 0.85% | 6,687 | $3M | $517.95 | $51K | -173 | -2.5% | |
| 27 | VFLO | 0.83% | 90,055 | $3M | $37.50 | $636K | +12,505 | +16.1% | |
| 28 | SOFI | 0.83% | 126,915 | $3M | $26.42 | $1M | +19,590 | +18.2% | |
| 29 | LLY | 0.81% | 4,313 | $3M | $763.00 | $931K | +1,286 | +42.5% | |
| 30 | KNG | 0.76% | 62,349 | $3M | $49.31 | $489K | +9,701 | +18.4% | |
| 31 | PLTR | 0.71% | 15,916 | $3M | $182.42 | $2M | +7,050 | +79.5% | |
| 32 | SPYI | 0.68% | 52,601 | $3M | $52.30 | $2M | +36,054 | +217.9% | |
| 33 | MOAT | 0.63% | 25,711 | $3M | $99.11 | $611K | +5,054 | +24.5% | |
| 34 | VPLS | 0.62% | 32,078 | $3M | $78.63 | $249K | +2,865 | +9.8% | |
| 35 | QFLR | 0.61% | 75,100 | $2M | $33.15 | $672K | +14,183 | +23.3% | |
| 36 | KHPI | 0.61% | 96,738 | $2M | $25.53 | $2M | +60,952 | +170.3% | |
| 37 | SPYM | 0.59% | 30,756 | $2M | $78.34 | — | +30,756 | — | NEW |
| 38 | FVD | 0.58% | 51,352 | $2M | $46.24 | $242K | +3,638 | +7.6% | |
| 39 | NJAN | 0.55% | 42,290 | $2M | $53.19 | $187K | +1,658 | +4.1% | |
| 40 | VTI | 0.53% | 6,623 | $2M | $328.17 | $286K | +413 | +6.7% | |
| 41 | UNH | 0.51% | 6,045 | $2M | $345.31 | $763K | +1,800 | +42.4% | |
| 42 | SNOW | 0.51% | 9,199 | $2M | $225.55 | $32K | +68 | +0.7% | |
| 43 | PG | 0.50% | 13,348 | $2M | $153.65 | $250K | +2,042 | +18.1% | |
| 44 | AVGO | 0.49% | 5,997 | $2M | $329.91 | $348K | +83 | +1.4% | |
| 45 | JEPI | 0.48% | 34,123 | $2M | $57.10 | $89K | +1,418 | +4.3% | |
| 46 | JTEK | 0.47% | 20,724 | $2M | $91.97 | $192K | +436 | +2.1% | |
| 47 | BALT | 0.47% | 57,879 | $2M | $32.82 | $613K | +17,761 | +44.3% | |
| 48 | DIA | 0.45% | 3,917 | $2M | $463.79 | $62K | -64 | -1.6% | |
| 49 | RDVI | 0.44% | 69,780 | $2M | $25.85 | $165K | +3,477 | +5.2% | |
| 50 | AON | 0.43% | 4,949 | $2M | $356.58 | -$891 | — | — | |
| 51 | VZ | 0.43% | 39,998 | $2M | $43.95 | $966K | +21,689 | +118.5% | |
| 52 | AMD | 0.43% | 10,856 | $2M | $161.79 | -$143K | -2,527 | -18.9% | |
| 53 | META | 0.41% | 2,276 | $2M | $734.42 | $34K | +58 | +2.6% | |
| 54 | TSPY | 0.41% | 64,312 | $2M | $25.60 | — | +64,312 | — | NEW |
| 55 | PANW | 0.40% | 7,998 | $2M | $203.62 | $49K | +279 | +3.6% | |
| 56 | IGV | 0.40% | 14,047 | $2M | $115.01 | $141K | +578 | +4.3% | |
| 57 | BX | 0.40% | 9,426 | $2M | $170.85 | $147K | -359 | -3.7% | |
| 58 | RIVN | 0.38% | 106,126 | $2M | $14.68 | $605K | +36,806 | +53.1% | |
| 59 | TSLA | 0.38% | 3,436 | $2M | $444.72 | -$107K | -1,710 | -33.2% | |
| 60 | CLOA | 0.37% | 28,619 | $1M | $51.97 | $38K | +708 | +2.5% | |
| 61 | MDY | 0.36% | 2,465 | $1M | $596.03 | $426K | +623 | +33.8% | |
| 62 | MBLY | 0.35% | 100,324 | $1M | $14.12 | $53K | +24,484 | +32.3% | |
| 63 | PTY | 0.34% | 95,106 | $1M | $14.44 | -$229K | -20,055 | -17.4% | |
| 64 | SGOV | 0.34% | 13,637 | $1M | $100.70 | -$11K | -110 | -0.8% | |
| 65 | PYPL | 0.34% | 20,444 | $1M | $67.06 | -$101K | +634 | +3.2% | |
| 66 | FYX | 0.33% | 12,414 | $1M | $108.98 | $523K | +3,888 | +45.6% | |
| 67 | NLY | 0.33% | 66,335 | $1M | $20.21 | $125K | +1,728 | +2.7% | |
| 68 | ORCL | 0.33% | 4,708 | $1M | $281.22 | $888K | +2,712 | +135.9% | |
| 69 | IQLT | 0.32% | 29,216 | $1M | $44.19 | $89K | +1,401 | +5.0% | |
| 70 | PDI | 0.32% | 65,140 | $1M | $19.80 | $98K | +2,341 | +3.7% | |
| 71 | BKLN | 0.31% | 60,731 | $1M | $20.93 | -$305K | -14,610 | -19.4% | |
| 72 | CRWV | 0.30% | 9,007 | $1M | $136.85 | — | +9,007 | — | NEW |
| 73 | OKTA | 0.29% | 12,725 | $1M | $91.70 | $372K | +4,770 | +60.0% | |
| 74 | CPNG | 0.29% | 36,215 | $1M | $32.20 | $131K | +1,659 | +4.8% | |
| 75 | PDO | 0.28% | 81,005 | $1M | $14.12 | $355K | +22,515 | +38.5% | |
| 76 | WCMI | 0.28% | 67,500 | $1M | $16.87 | $65K | — | — | |
| 77 | RYLD | 0.28% | 74,813 | $1M | $15.05 | $125K | +7,695 | +11.5% | |
| 78 | MINT | 0.27% | 10,991 | $1M | $100.69 | $420K | +4,162 | +61.0% | |
| 79 | JAAA | 0.27% | 21,529 | $1M | $50.78 | -$88K | -1,752 | -7.5% | |
| 80 | SMTH | 0.27% | 41,490 | $1M | $26.16 | -$11K | -933 | -2.2% | |
| 81 | CIBR | 0.27% | 14,184 | $1M | $76.01 | $48K | +550 | +4.0% | |
| 82 | SKYY | 0.26% | 7,988 | $1M | $134.42 | $152K | +412 | +5.4% | |
| 83 | QYLD | 0.26% | 61,967 | $1M | $17.01 | $96K | +4,647 | +8.1% | |
| 84 | SPEM | 0.26% | 22,147 | $1M | $46.81 | $115K | +589 | +2.7% | |
| 85 | GBIL | 0.25% | 10,061 | $1M | $100.23 | -$18K | -183 | -1.8% | |
| 86 | CEFS | 0.25% | 44,248 | $1M | $22.77 | $88K | +2,896 | +7.0% | |
| 87 | ALL | 0.24% | 4,589 | $985K | $214.65 | $569K | +2,520 | +121.8% | |
| 88 | ORCC | 0.24% | 76,773 | $980K | $12.77 | -$5K | +8,050 | +11.7% | |
| 89 | USIG | 0.24% | 18,750 | $979K | $52.22 | $33K | +360 | +2.0% | |
| 90 | GME | 0.24% | 35,518 | $969K | $27.28 | $112K | +363 | +1.0% | |
| 91 | UBER | 0.24% | 9,777 | $958K | $97.97 | $308K | +2,813 | +40.4% | |
| 92 | PFFD | 0.22% | 46,902 | $911K | $19.43 | $90K | +3,266 | +7.5% | |
| 93 | BMY | 0.22% | 20,195 | $911K | $45.10 | $337K | +7,796 | +62.9% | |
| 94 | BCSF | 0.22% | 62,778 | $895K | $14.25 | $81K | +8,652 | +16.0% | |
| 95 | TGT | 0.21% | 9,579 | $859K | $89.70 | — | +9,579 | — | NEW |
| 96 | HQH | 0.21% | 46,442 | $857K | $18.46 | $160K | +1,443 | +3.2% | |
| 97 | NU | 0.20% | 51,889 | $831K | $16.01 | $127K | +589 | +1.1% | |
| 98 | BCX | 0.20% | 80,973 | $823K | $10.17 | $109K | +5,388 | +7.1% | |
| 99 | RVT | 0.20% | 51,034 | $823K | $16.13 | $66K | +716 | +1.4% | |
| 100 | XYLD | 0.20% | 20,945 | $822K | $39.26 | $78K | +1,840 | +9.6% |