TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Sells

1 +$3.48M
2 +$2.78M
3 +$2.31M
4
CRWD icon
CrowdStrike
CRWD
+$1.41M
5
OXLC
Oxford Lane Capital
OXLC
+$1.34M

Sector Composition

1 Technology 9.51%
2 Financials 7.39%
3 Consumer Discretionary 3.9%
4 Healthcare 2.54%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRIN icon
426
Trinity Capital
TRIN
$1.13B
$102K 0.02%
+6,566
AUGM
427
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$36.5M
$101K 0.02%
+3,000
NOC icon
428
Northrop Grumman
NOC
$78.3B
$101K 0.02%
+165
CVLC icon
429
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$666M
$99.9K 0.02%
+1,220
FFIV icon
430
F5
FFIV
$14.4B
$99.5K 0.02%
+308
GDX icon
431
VanEck Gold Miners ETF
GDX
$23.8B
$98.9K 0.02%
+1,294
FEBM
432
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$52.1M
$98.4K 0.02%
+3,289
FRO icon
433
Frontline
FRO
$5.2B
$97.2K 0.02%
+4,267
CRDO icon
434
Credo Technology Group
CRDO
$31.8B
$96.8K 0.02%
665
-7,257
VUG icon
435
Vanguard Growth ETF
VUG
$203B
$96.4K 0.02%
+201
JMST icon
436
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.52B
$96.2K 0.02%
+1,885
SAFT icon
437
Safety Insurance
SAFT
$1.11B
$94.9K 0.02%
+1,343
IYY icon
438
iShares Dow Jones US ETF
IYY
$2.75B
$93.1K 0.02%
+573
WPC icon
439
W.P. Carey
WPC
$14.5B
$92.9K 0.02%
+1,375
SCHX icon
440
Schwab US Large- Cap ETF
SCHX
$63.1B
$92.5K 0.02%
+3,512
OKE icon
441
Oneok
OKE
$48B
$92.2K 0.02%
+1,263
DFP
442
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$432M
$92K 0.02%
+4,250
VHT icon
443
Vanguard Health Care ETF
VHT
$17.2B
$91.6K 0.02%
+353
ABT icon
444
Abbott
ABT
$217B
$91.5K 0.02%
+683
REET icon
445
iShares Global REIT ETF
REET
$3.98B
$91.4K 0.02%
+3,575
FSIG icon
446
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$91.4K 0.02%
+4,756
EWZ icon
447
iShares MSCI Brazil ETF
EWZ
$6.39B
$90.1K 0.02%
+2,906
XLC icon
448
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
$89.6K 0.02%
+757
GRNY
449
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.78B
$88.8K 0.02%
+3,554
AIRR icon
450
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.11B
$88.6K 0.02%
+916