StockDriftsStockDriftsTop 50 Triumph Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.49% | 67.5K | $17.1M | +6.63%(+4.20K) | $244.20(+22.12%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.09% | 15.7K | $10.2M | -1.16%(-184) | $512.65(+45.94%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.07% | 233.8K | $10.2M | -0.54%(-1.26K) | $44.24(-1.61%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 1.86% | 152.3K | $9.1M | -31.01%(-68.47K) | $59.54(+0.55%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.83% | 131.8K | $9.0M | -0.02%(-30) | $51.54(+44.26%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.71% | 90.3K | $8.4M | +0.26%(+238) | $87.14(+6.32%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 1.66% | 206.5K | $8.1M | -0.77%(-1.60K) | $34.42(+20.03%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.6% | 164.1K | $7.9M | +9.13%(+13.74K) | $48.06(-0.39%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.57% | 104.5K | $7.7M | -7.28%(-8.21K) | $74.51(-1.81%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.5% | 11.3K | $7.4M | +1.70%(+189) | $550.24(+36.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.15% |
| Top 20 Holdings Unweighted | +11.94% | +40.27% |
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