Asset Manager
← All Institutions
Triumph Capital Management
Market Value
$551M
+12.3%
Holdings
1,906
+34
New Purchases
93
Added To
567
Closed
67
Reduced
439
Top 10 Concentration
18.4%
Turnover
8.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VFLO | 1.56% | 0.81% | +0.76% | $9M |
| SFLO | 0.61% | 0.08% | +0.53% | $3M |
| MXL | 0.36% | 0.00% | +0.36% | $2M |
| GFLW | 0.41% | 0.08% | +0.34% | $2M |
| MU | 0.56% | 0.25% | +0.31% | $3M |
| SPCX | 0.31% | 0.00% | +0.31% | $2M |
| NBIS | 0.27% | 0.00% | +0.27% | $2M |
| CHPY | 0.24% | 0.00% | +0.24% | $1M |
| VT | 0.41% | 0.18% | +0.23% | $2M |
| IFLO | 0.22% | 0.00% | +0.22% | $1M |
| LLY | 0.66% | 0.44% | +0.22% | $4M |
| ELDN | 0.22% | 0.00% | +0.22% | $1M |
| IBM | 0.28% | 0.08% | +0.20% | $2M |
| FPX | 0.27% | 0.11% | +0.16% | $2M |
| QQQM | 0.34% | 0.18% | +0.16% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| FTSM | 1.47% | 1.86% | -0.39% | $8M |
| IGV | 0.75% | 1.11% | -0.36% | $4M |
| IWR | 0.88% | 1.19% | -0.31% | $5M |
| PLTR | 0.27% | 0.58% | -0.31% | $1M |
| KNG | 0.32% | 0.61% | -0.29% | $2M |
| FIXD | 1.81% | 2.08% | -0.27% | $10M |
| FVD | 0.13% | 0.40% | -0.27% | $719K |
| SDVY | 1.41% | 1.66% | -0.25% | $8M |
| AMZN | 0.96% | 1.19% | -0.23% | $5M |
| LMBS | 1.22% | 1.42% | -0.20% | $7M |
| ZS | 0.02% | 0.21% | -0.19% | $123K |
| BA | 0.12% | 0.31% | -0.19% | $653K |
| BNDX | 0.01% | 0.19% | -0.18% | $34K |
| IWM | 0.92% | 1.09% | -0.17% | $5M |
| VTI | 0.29% | 0.45% | -0.17% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 84 | $128M | 23.2% |
| Large Cap | 726 | $188M | 34.0% |
| Mid Cap | 450 | $139M | 25.2% |
| Small Cap | 416 | $74M | 13.4% |
| Micro Cap | 230 | $23M | 4.2% |
Portfolio Analytics
Avg Market Cap
$56.8B
Median Market Cap
$6.2B
Avg P/E
29.4
Median P/E
18.5
Avg Dividend Yield
0.04%
Avg Beta
0.97
# Stocks
1,088
# ETFs / Funds
818
Top Holdings (1,906 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 3.54% | 67,510 | $20M | $289.36 | $2M | -32 | -0.1% | |
| 2 | SPY | 2.01% | 14,859 | $11M | $746.76 | $849K | -854 | -5.4% | |
| 3 | RDVY | 1.92% | 130,845 | $11M | $81.06 | $2M | -911 | -0.7% | |
| 4 | FIXD | 1.81% | 228,135 | $10M | $43.61 | -$243K | -5,683 | -2.4% | |
| 5 | VFLO | 1.56% | 188,512 | $9M | $45.75 | $5M | +88,320 | +88.2% | |
| 6 | FTCS | 1.55% | 90,805 | $9M | $93.92 | $152K | +505 | +0.6% | |
| 7 | BND | 1.51% | 113,427 | $8M | $73.41 | $630K | +8,910 | +8.5% | |
| 8 | DFSD | 1.50% | 172,820 | $8M | $47.75 | $394K | +8,699 | +5.3% | |
| 9 | IVV | 1.48% | 10,923 | $8M | $748.89 | $788K | -393 | -3.5% | |
| 10 | FTSM | 1.47% | 135,522 | $8M | $59.73 | -$1M | -16,802 | -11.0% | |
| 11 | QQQ | 1.43% | 10,734 | $8M | $736.38 | $1M | -671 | -5.9% | |
| 12 | SDVY | 1.41% | 180,465 | $8M | $43.14 | -$356K | -26,009 | -12.6% | |
| 13 | USIG | 1.35% | 145,500 | $7M | $51.29 | $523K | +10,038 | +7.4% | |
| 14 | SFLR | 1.30% | 186,151 | $7M | $38.58 | $754K | +4,774 | +2.6% | |
| 15 | TLT | 1.24% | 78,997 | $7M | $86.42 | $543K | +6,508 | +9.0% | |
| 16 | LMBS | 1.22% | 135,124 | $7M | $49.78 | -$259K | -5,123 | -3.6% | |
| 17 | FEX | 1.18% | 46,672 | $7M | $139.87 | $214K | -5,112 | -9.9% | |
| 18 | JPST | 1.12% | 122,061 | $6M | $50.57 | -$22K | -348 | -0.3% | |
| 19 | UCON | 1.09% | 241,682 | $6M | $24.88 | $1M | +48,998 | +25.4% | |
| 20 | FPE | 1.06% | 326,283 | $6M | $17.88 | $333K | +16,365 | +5.3% | |
| 21 | NVDA | 1.04% | 28,759 | $6M | $200.09 | -$105K | -4,836 | -14.4% | |
| 22 | AMZN | 0.96% | 22,299 | $5M | $238.34 | -$525K | -5,742 | -20.5% | |
| 23 | QFLR | 0.95% | 144,096 | $5M | $36.48 | $674K | +6,489 | +4.7% | |
| 24 | IWM | 0.92% | 16,870 | $5M | $300.45 | -$283K | -4,709 | -21.8% | |
| 25 | JPM | 0.91% | 15,336 | $5M | $327.34 | $57K | -1,537 | -9.1% | |
| 26 | IWR | 0.88% | 43,905 | $5M | $110.32 | -$990K | -16,097 | -26.8% | |
| 27 | MSFT | 0.86% | 12,758 | $5M | $373.02 | $94K | +155 | +1.2% | |
| 28 | ZALT | 0.86% | 139,149 | $5M | $33.87 | $37K | -4,899 | -3.4% | |
| 29 | QUAL | 0.77% | 19,290 | $4M | $219.43 | $148K | -2,005 | -9.4% | |
| 30 | IGV | 0.75% | 45,601 | $4M | $90.60 | -$1M | -22,567 | -33.1% | |
| 31 | BRK-B | 0.72% | 7,943 | $4M | $500.41 | -$296K | -968 | -10.9% | |
| 32 | CIBR | 0.69% | 42,166 | $4M | $89.85 | $851K | -4,694 | -10.0% | |
| 33 | WFC | 0.67% | 44,682 | $4M | $82.64 | $163K | +347 | +0.8% | |
| 34 | LLY | 0.66% | 3,038 | $4M | $1,199.50 | $1M | +673 | +28.5% | |
| 35 | AIRR | 0.62% | 25,690 | $3M | $133.25 | $1M | +4,602 | +21.8% | |
| 36 | SFLO | 0.61% | 97,751 | $3M | $34.20 | $3M | +85,044 | +669.3% | |
| 37 | SPYM | 0.60% | 37,615 | $3M | $87.88 | $719K | +3,820 | +11.3% | |
| 38 | META | 0.59% | 5,767 | $3M | $563.32 | $1M | +1,938 | +50.6% | |
| 39 | GRID | 0.58% | 16,723 | $3M | $191.75 | $967K | +3,030 | +22.1% | |
| 40 | DFUV | 0.57% | 57,405 | $3M | $55.01 | $377K | +12 | +0.0% | |
| 41 | MU | 0.56% | 2,681 | $3M | $1,154.30 | $2M | -990 | -27.0% | |
| 42 | SPYI | 0.56% | 58,130 | $3M | $53.09 | $165K | -1,044 | -1.8% | |
| 43 | SOFI | 0.51% | 155,460 | $3M | $17.93 | $565K | +15,505 | +11.1% | |
| 44 | KHPI | 0.51% | 107,949 | $3M | $25.82 | $209K | +2,255 | +2.1% | |
| 45 | DFAS | 0.48% | 32,426 | $3M | $82.34 | $497K | +1,882 | +6.2% | |
| 46 | DFIV | 0.48% | 48,929 | $3M | $54.02 | $323K | +4,972 | +11.3% | |
| 47 | JEPI | 0.47% | 45,894 | $3M | $56.48 | $339K | +6,148 | +15.5% | |
| 48 | MOAT | 0.46% | 24,326 | $3M | $103.96 | $229K | +537 | +2.3% | |
| 49 | TLTW | 0.45% | 111,429 | $2M | $22.34 | $446K | +21,116 | +23.4% | |
| 50 | FDL | 0.44% | 49,613 | $2M | $48.66 | $231K | +6,634 | +15.4% | |
| 51 | JEPQ | 0.43% | 38,878 | $2M | $61.46 | $328K | +1,742 | +4.7% | |
| 52 | RIVN | 0.42% | 132,219 | $2M | $17.35 | $582K | +18,492 | +16.3% | |
| 53 | GFLW | 0.41% | 66,395 | $2M | $34.28 | $2M | +51,902 | +358.1% | |
| 54 | VT | 0.41% | 14,408 | $2M | $156.95 | $1M | +8,137 | +129.8% | |
| 55 | BALT | 0.41% | 65,919 | $2M | $34.27 | $408K | +10,611 | +19.2% | |
| 56 | RDVI | 0.39% | 73,215 | $2M | $29.40 | $349K | +2,634 | +3.7% | |
| 57 | VPLS | 0.39% | 27,666 | $2M | $77.58 | -$282K | -3,635 | -11.6% | |
| 58 | DIA | 0.38% | 4,050 | $2M | $522.34 | $227K | -19 | -0.5% | |
| 59 | JTEK | 0.36% | 18,028 | $2M | $111.55 | $321K | -3,224 | -15.2% | |
| 60 | MXL | 0.36% | 15,592 | $2M | $128.03 | — | +15,592 | — | NEW |
| 61 | DFEV | 0.35% | 45,375 | $2M | $42.67 | $395K | +2,299 | +5.3% | |
| 62 | TSLA | 0.35% | 4,541 | $2M | $420.60 | $408K | +500 | +12.4% | |
| 63 | XONA.DE | 0.34% | 13,873 | $2M | $136.72 | -$99K | +2,112 | +18.0% | |
| 64 | QQQM | 0.34% | 6,208 | $2M | $302.97 | $994K | +2,477 | +66.4% | |
| 65 | AMD | 0.34% | 3,235 | $2M | $580.85 | $414K | -3,966 | -55.1% | |
| 66 | SGOV | 0.34% | 18,611 | $2M | $100.67 | $350K | +3,480 | +23.0% | |
| 67 | DISV | 0.33% | 45,750 | $2M | $40.13 | $196K | +4,180 | +10.1% | |
| 68 | GPIQ | 0.33% | 30,567 | $2M | $59.31 | $389K | +1,802 | +6.3% | |
| 69 | GOOGL | 0.33% | 5,068 | $2M | $357.38 | $464K | +381 | +8.1% | |
| 70 | NLY | 0.33% | 80,902 | $2M | $22.36 | $20K | -1,220 | -1.5% | |
| 71 | GM | 0.33% | 23,280 | $2M | $77.08 | $404K | +4,611 | +24.7% | |
| 72 | TSPY | 0.32% | 70,290 | $2M | $25.32 | $217K | +3,605 | +5.4% | |
| 73 | DFAT | 0.32% | 25,110 | $2M | $69.90 | $253K | +1,051 | +4.4% | |
| 74 | KNG | 0.32% | 34,590 | $2M | $50.50 | -$1M | -26,717 | -43.6% | |
| 75 | SPCX | 0.31% | 9,949 | $2M | $170.86 | — | +9,949 | — | NEW |
| 76 | VOO | 0.30% | 2,414 | $2M | $686.88 | $204K | -19 | -0.8% | |
| 77 | AON | 0.30% | 4,953 | $2M | $331.69 | $44K | +1 | +0.0% | |
| 78 | FTHI | 0.29% | 67,475 | $2M | $23.85 | $139K | +3,401 | +5.3% | |
| 79 | VTI | 0.29% | 4,287 | $2M | $370.04 | -$637K | -2,643 | -38.1% | |
| 80 | MELI | 0.28% | 915 | $2M | $1,697.39 | $96K | +72 | +8.5% | |
| 81 | IBM | 0.28% | 5,444 | $2M | $281.21 | $1M | +3,867 | +245.2% | |
| 82 | FPX | 0.27% | 7,321 | $2M | $206.18 | $971K | +3,932 | +116.0% | |
| 83 | NBIS | 0.27% | 5,461 | $2M | $276.17 | $2M | +5,408 | +10203.8% | |
| 84 | VBIL | 0.27% | 19,664 | $1M | $75.68 | $293K | +3,866 | +24.5% | |
| 85 | PLTR | 0.27% | 12,721 | $1M | $116.67 | -$1M | -6,649 | -34.3% | |
| 86 | OMF | 0.27% | 24,266 | $1M | $60.97 | $339K | +2,940 | +13.8% | |
| 87 | HTGC | 0.26% | 92,379 | $1M | $15.77 | $248K | +10,517 | +12.8% | |
| 88 | FNX | 0.26% | 9,945 | $1M | $146.35 | $245K | +504 | +5.3% | |
| 89 | PFE | 0.26% | 60,207 | $1M | $24.08 | -$134K | +3,798 | +6.7% | |
| 90 | ORCL | 0.26% | 9,840 | $1M | $146.54 | -$215K | -1,425 | -12.7% | |
| 91 | BKLN | 0.26% | 69,264 | $1M | $20.37 | $141K | +7,056 | +11.3% | |
| 92 | NJAN | 0.25% | 23,471 | $1M | $59.02 | -$218K | -6,570 | -21.9% | |
| 93 | JPIE | 0.25% | 29,769 | $1M | $46.05 | -$45K | -955 | -3.1% | |
| 94 | GJAN | 0.25% | 30,328 | $1M | $45.02 | $101K | +156 | +0.5% | |
| 95 | CHPY | 0.24% | 15,308 | $1M | $88.14 | — | +15,308 | — | NEW |
| 96 | PG | 0.24% | 9,178 | $1M | $146.64 | -$294K | -2,178 | -19.2% | |
| 97 | MDY | 0.24% | 1,907 | $1M | $703.34 | $37K | -203 | -9.6% | |
| 98 | UBER | 0.24% | 18,266 | $1M | $72.16 | $408K | +5,607 | +44.3% | |
| 99 | CLOA | 0.24% | 25,029 | $1M | $51.91 | $51K | +943 | +3.9% | |
| 100 | FYX | 0.24% | 9,001 | $1M | $144.30 | -$50K | -2,300 | -20.4% |