Asset Manager
← All Institutions
Triumph Capital Management
Market Value
$482M
+6.1%
Holdings
1,840
+65
New Purchases
128
Added To
624
Closed
62
Reduced
356
Top 10 Concentration
19.7%
Turnover
10.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| USIG | 1.44% | 0.24% | +1.19% | $7M |
| FPE | 1.14% | 0.17% | +0.97% | $6M |
| UCON | 0.99% | 0.04% | +0.95% | $5M |
| IGV | 1.13% | 0.33% | +0.80% | $5M |
| TLT | 1.30% | 1.00% | +0.30% | $6M |
| GM | 0.29% | 0.02% | +0.27% | $1M |
| GPIQ | 0.30% | 0.04% | +0.25% | $1M |
| EIX | 0.30% | 0.05% | +0.25% | $1M |
| PFE | 0.33% | 0.10% | +0.23% | $2M |
| PLTR | 0.59% | 0.36% | +0.23% | $3M |
| HTGC | 0.25% | 0.04% | +0.21% | $1M |
| JEPQ | 0.43% | 0.22% | +0.21% | $2M |
| AXP | 0.23% | 0.03% | +0.20% | $1M |
| FNX | 0.25% | 0.06% | +0.19% | $1M |
| NOW | 0.22% | 0.03% | +0.19% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FDL | 0.45% | 1.52% | -1.07% | $2M |
| XLP | 0.04% | 1.06% | -1.02% | $181K |
| FTSM | 1.89% | 2.91% | -1.02% | $9M |
| BNDX | 0.19% | 1.09% | -0.90% | $927K |
| JPST | 1.28% | 1.64% | -0.36% | $6M |
| SPY | 2.12% | 2.38% | -0.26% | $10M |
| SOFI | 0.46% | 0.72% | -0.26% | $2M |
| BND | 1.60% | 1.84% | -0.24% | $8M |
| AAPL | 3.55% | 3.79% | -0.23% | $17M |
| DE | 0.00% | 0.22% | -0.22% | $14K |
| MINT | 0.07% | 0.27% | -0.20% | $349K |
| MBLY | 0.04% | 0.23% | -0.19% | $199K |
| TGT | 0.02% | 0.21% | -0.19% | $100K |
| FIXD | 2.11% | 2.29% | -0.18% | $10M |
| WFC | 0.73% | 0.91% | -0.18% | $4M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 78 | $115M | 23.8% |
| Large Cap | 725 | $168M | 34.9% |
| Mid Cap | 440 | $120M | 24.8% |
| Small Cap | 398 | $67M | 13.9% |
| Micro Cap | 199 | $12M | 2.6% |
Portfolio Analytics
Avg Market Cap
$55.0B
Median Market Cap
$6.8B
Avg P/E
31.4
Median P/E
20.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
1,065
# ETFs / Funds
775
Top Holdings (1,840 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 3.55% | 67,542 | $17M | $253.79 | -$79K | +4,201 | +6.6% | |
| 2 | SPY | 2.12% | 15,713 | $10M | $652.17 | -$593K | -184 | -1.2% | |
| 3 | FIXD | 2.11% | 233,818 | $10M | $43.59 | -$226K | -1,259 | -0.5% | |
| 4 | FTSM | 1.89% | 152,324 | $9M | $60.00 | -$4M | -68,471 | -31.0% | |
| 5 | RDVY | 1.86% | 131,756 | $9M | $68.28 | -$159K | -30 | -0.0% | |
| 6 | FTCS | 1.74% | 90,300 | $8M | $92.76 | $44K | +238 | +0.3% | |
| 7 | SDVY | 1.69% | 206,474 | $8M | $39.43 | $168K | -1,605 | -0.8% | |
| 8 | DFSD | 1.63% | 164,121 | $8M | $47.88 | $647K | +13,736 | +9.1% | |
| 9 | BND | 1.60% | 104,517 | $8M | $73.64 | -$653K | -8,208 | -7.3% | |
| 10 | IVV | 1.53% | 11,316 | $7M | $653.24 | -$230K | +189 | +1.7% | |
| 11 | LMBS | 1.45% | 140,247 | $7M | $49.81 | $180K | +4,105 | +3.0% | |
| 12 | USIG | 1.44% | 135,462 | $7M | $51.23 | $6M | +113,982 | +530.6% | |
| 13 | QQQ | 1.36% | 11,405 | $7M | $577.17 | -$378K | +75 | +0.7% | |
| 14 | SFLR | 1.33% | 181,377 | $6M | $35.44 | -$242K | +415 | +0.2% | |
| 15 | FEX | 1.31% | 51,784 | $6M | $121.93 | $149K | -192 | -0.4% | |
| 16 | TLT | 1.30% | 72,489 | $6M | $86.69 | $2M | +20,104 | +38.4% | |
| 17 | JPST | 1.28% | 122,409 | $6M | $50.61 | -$1M | -24,955 | -16.9% | |
| 18 | NVDA | 1.21% | 33,595 | $6M | $174.41 | $782K | +6,370 | +23.4% | |
| 19 | AMZN | 1.21% | 28,041 | $6M | $208.27 | $372K | +4,349 | +18.4% | |
| 20 | IWR | 1.21% | 60,002 | $6M | $97.23 | $92K | +358 | +0.6% | |
| 21 | FPE | 1.14% | 309,918 | $6M | $17.75 | $5M | +266,723 | +617.5% | |
| 22 | IGV | 1.13% | 68,168 | $5M | $80.05 | $4M | +53,790 | +374.1% | |
| 23 | IWM | 1.11% | 21,579 | $5M | $248.00 | $414K | +1,521 | +7.6% | |
| 24 | JPM | 1.03% | 16,873 | $5M | $294.16 | $164K | +1,978 | +13.3% | |
| 25 | UCON | 0.99% | 192,684 | $5M | $24.77 | $5M | +185,084 | +2435.3% | |
| 26 | ZALT | 0.97% | 144,048 | $5M | $32.46 | $1M | +35,472 | +32.7% | |
| 27 | MSFT | 0.97% | 12,603 | $5M | $370.16 | $377K | +3,736 | +42.1% | |
| 28 | QFLR | 0.95% | 137,607 | $5M | $33.30 | -$62K | +2,123 | +1.6% | |
| 29 | BRK-B | 0.89% | 8,911 | $4M | $479.22 | -$183K | +51 | +0.6% | |
| 30 | QUAL | 0.85% | 21,295 | $4M | $191.81 | -$411K | -1,341 | -5.9% | |
| 31 | VFLO | 0.82% | 100,192 | $4M | $39.48 | $76K | +1,674 | +1.7% | |
| 32 | WFC | 0.73% | 44,335 | $4M | $79.61 | -$606K | -33 | -0.1% | |
| 33 | KNG | 0.62% | 61,307 | $3M | $48.71 | $95K | +2,485 | +4.2% | |
| 34 | CIBR | 0.61% | 46,860 | $3M | $62.68 | -$312K | +1,390 | +3.1% | |
| 35 | SPYI | 0.61% | 59,174 | $3M | $49.37 | $167K | +6,731 | +12.8% | |
| 36 | PLTR | 0.59% | 19,370 | $3M | $146.28 | $1M | +10,109 | +109.2% | |
| 37 | DFUV | 0.58% | 57,393 | $3M | $48.46 | $192K | +1,814 | +3.3% | |
| 38 | SPLG | 0.54% | 33,795 | $3M | $76.54 | -$15K | +1,365 | +4.2% | |
| 39 | VPLS | 0.50% | 31,301 | $2M | $77.59 | $259K | +3,526 | +12.7% | |
| 40 | AIRR | 0.48% | 21,088 | $2M | $110.78 | $245K | -177 | -0.8% | |
| 41 | DFIV | 0.48% | 43,957 | $2M | $52.78 | $387K | +5,212 | +13.4% | |
| 42 | MOAT | 0.48% | 23,789 | $2M | $96.70 | -$294K | -1,266 | -5.0% | |
| 43 | JEPI | 0.47% | 39,746 | $2M | $56.68 | $386K | +7,130 | +21.9% | |
| 44 | GRID | 0.46% | 13,693 | $2M | $163.58 | $139K | -35 | -0.2% | |
| 45 | VTI | 0.46% | 6,930 | $2M | $320.81 | -$85K | +45 | +0.7% | |
| 46 | SOFI | 0.46% | 139,955 | $2M | $15.88 | -$1M | +15,468 | +12.4% | |
| 47 | META | 0.45% | 3,829 | $2M | $572.17 | $62K | +604 | +18.7% | |
| 48 | FDL | 0.45% | 42,979 | $2M | $50.80 | -$5M | -113,077 | -72.5% | |
| 49 | LLY | 0.45% | 2,365 | $2M | $919.79 | $545K | +848 | +55.9% | |
| 50 | DFAS | 0.45% | 30,544 | $2M | $71.13 | $361K | +4,535 | +17.4% | |
| 51 | JEPQ | 0.43% | 37,136 | $2M | $55.52 | $1M | +20,098 | +118.0% | |
| 52 | TLTW | 0.42% | 90,313 | $2M | $22.62 | $909K | +40,282 | +80.5% | |
| 53 | XOM | 0.41% | 11,761 | $2M | $169.67 | $562K | -150 | -1.3% | |
| 54 | FVD | 0.41% | 41,774 | $2M | $47.03 | -$154K | -4,206 | -9.2% | |
| 55 | DIA | 0.39% | 4,069 | $2M | $464.11 | $7K | +155 | +4.0% | |
| 56 | BALT | 0.38% | 55,308 | $2M | $33.46 | $277K | +8,344 | +17.8% | |
| 57 | RDVI | 0.37% | 70,581 | $2M | $25.55 | -$8K | +1,568 | +2.3% | |
| 58 | RIVN | 0.35% | 113,727 | $2M | $15.05 | -$188K | +17,369 | +18.0% | |
| 59 | JTEK | 0.35% | 21,252 | $2M | $79.54 | -$101K | +1,360 | +6.8% | |
| 60 | ORCL | 0.34% | 11,265 | $2M | $147.10 | $122K | +3,390 | +43.0% | |
| 61 | PG | 0.34% | 11,356 | $2M | $144.44 | -$36K | -343 | -2.9% | |
| 62 | DISV | 0.34% | 41,570 | $2M | $39.44 | $264K | +5,371 | +14.8% | |
| 63 | QCOM | 0.34% | 12,696 | $2M | $128.78 | $132K | +3,909 | +44.5% | |
| 64 | NJAN | 0.33% | 30,041 | $2M | $53.37 | -$183K | -2,486 | -7.6% | |
| 65 | AON | 0.33% | 4,952 | $2M | $322.78 | -$148K | +2 | +0.0% | |
| 66 | PFE | 0.33% | 56,409 | $2M | $28.08 | $1M | +38,022 | +206.8% | |
| 67 | TSPY | 0.32% | 66,685 | $2M | $23.43 | -$49K | +3,476 | +5.5% | |
| 68 | DFEV | 0.32% | 43,076 | $2M | $35.78 | $359K | +8,027 | +22.9% | |
| 69 | CPNG | 0.32% | 80,988 | $2M | $18.88 | $261K | +27,225 | +50.6% | |
| 70 | SGOV | 0.32% | 15,131 | $2M | $100.66 | $22K | +173 | +1.2% | |
| 71 | BA | 0.31% | 7,616 | $2M | $199.03 | -$238K | -462 | -5.7% | |
| 72 | DFAT | 0.31% | 24,059 | $2M | $62.45 | $309K | +4,018 | +20.1% | |
| 73 | TSLA | 0.31% | 4,041 | $2M | $371.75 | -$143K | +383 | +10.5% | |
| 74 | PYPL | 0.31% | 32,699 | $1M | $45.23 | $96K | +9,015 | +38.1% | |
| 75 | FTHI | 0.30% | 64,074 | $1M | $22.95 | $194K | +10,022 | +18.5% | |
| 76 | AMD | 0.30% | 7,201 | $1M | $203.43 | $583K | +3,084 | +74.9% | |
| 77 | MELI | 0.30% | 843 | $1M | $1,729.02 | $199K | +218 | +34.9% | |
| 78 | VOO | 0.30% | 2,433 | $1M | $597.50 | $215K | +458 | +23.2% | |
| 79 | EIX | 0.30% | 19,631 | $1M | $73.18 | $1M | +15,662 | +394.6% | |
| 80 | GPIQ | 0.30% | 28,765 | $1M | $49.49 | $1M | +24,973 | +658.6% | |
| 81 | JPIE | 0.29% | 30,724 | $1M | $46.07 | $235K | +5,218 | +20.5% | |
| 82 | GM | 0.29% | 18,669 | $1M | $74.50 | $1M | +17,761 | +1956.1% | |
| 83 | IREN | 0.29% | 40,411 | $1M | $34.28 | $551K | +18,327 | +83.0% | |
| 84 | IQLT | 0.28% | 29,737 | $1M | $46.23 | $22K | -17 | -0.1% | |
| 85 | FYX | 0.28% | 11,301 | $1M | $119.35 | -$123K | -1,708 | -13.1% | |
| 86 | GOOGL | 0.28% | 4,687 | $1M | $287.53 | $49K | +538 | +13.0% | |
| 87 | MDY | 0.27% | 2,110 | $1M | $618.33 | -$151K | -303 | -12.6% | |
| 88 | BKLN | 0.26% | 62,208 | $1M | $20.41 | $3K | +1,896 | +3.1% | |
| 89 | GJAN | 0.26% | 30,172 | $1M | $41.91 | $63K | +2,096 | +7.5% | |
| 90 | CLOA | 0.26% | 24,086 | $1M | $51.84 | $18K | +300 | +1.3% | |
| 91 | MU | 0.26% | 3,671 | $1M | $337.99 | -$4K | -692 | -15.9% | |
| 92 | BMY | 0.25% | 20,044 | $1M | $60.65 | $326K | +3,549 | +21.5% | |
| 93 | FNX | 0.25% | 9,441 | $1M | $128.24 | $942K | +7,307 | +342.4% | |
| 94 | HTGC | 0.25% | 81,862 | $1M | $14.77 | $1M | +72,257 | +752.3% | |
| 95 | VBIL | 0.25% | 15,798 | $1M | $75.65 | -$302K | -4,048 | -20.4% | |
| 96 | PDO | 0.24% | 89,634 | $1M | $13.06 | $47K | +8,439 | +10.4% | |
| 97 | RYLD | 0.24% | 77,243 | $1M | $14.95 | $15K | +2,777 | +3.7% | |
| 98 | MAGS | 0.24% | 19,728 | $1M | $57.94 | $493K | +9,874 | +100.2% | |
| 99 | OMF | 0.24% | 21,326 | $1M | $53.49 | $642K | +13,937 | +188.6% | |
| 100 | AXP | 0.23% | 3,692 | $1M | $302.50 | $962K | +3,274 | +783.2% |