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
USB icon
451
US Bancorp
USB
$79.7B
$88.5K 0.02%
+1,832
HRTG icon
452
Heritage Insurance Holdings
HRTG
$826M
$88.2K 0.02%
+3,503
MA icon
453
Mastercard
MA
$490B
$88.2K 0.02%
+155
WM icon
454
Waste Management
WM
$86B
$86.8K 0.02%
+393
GOF icon
455
Guggenheim Strategic Opportunities Fund
GOF
$2.41B
$85.2K 0.02%
+5,685
LYB icon
456
LyondellBasell Industries
LYB
$14B
$84.6K 0.02%
+1,726
SPLB icon
457
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$83.9K 0.02%
+3,628
AFL icon
458
Aflac
AFL
$57.3B
$83.7K 0.02%
+749
BHF icon
459
Brighthouse Financial
BHF
$3.74B
$83.5K 0.02%
+1,574
DELL icon
460
Dell
DELL
$93.1B
$81.2K 0.02%
+573
NWE icon
461
NorthWestern Energy
NWE
$4.03B
$80.9K 0.02%
+1,380
IAT icon
462
iShares US Regional Banks ETF
IAT
$558M
$80.8K 0.02%
+1,539
XLU icon
463
State Street Utilities Select Sector SPDR ETF
XLU
$10.7B
$80.5K 0.02%
+923
VT icon
464
Vanguard Total World Stock ETF
VT
$57.6B
$80.5K 0.02%
+584
PRFZ icon
465
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
$80.4K 0.02%
+1,770
IPKW icon
466
Invesco International BuyBack Achievers ETF
IPKW
$420M
$80.4K 0.02%
+1,525
NVS icon
467
Novartis
NVS
$254B
$79.1K 0.02%
+617
VEA icon
468
Vanguard FTSE Developed Markets ETF
VEA
$187B
$78.3K 0.02%
+1,307
RY icon
469
Royal Bank of Canada
RY
$228B
$78.1K 0.02%
+530
DMB
470
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$198M
$78K 0.02%
+7,285
DSI icon
471
iShares MSCI KLD 400 Social ETF
DSI
$5.07B
$77.2K 0.02%
+613
IXC icon
472
iShares Global Energy ETF
IXC
$1.9B
$77K 0.02%
1,844
-4,919
FHN icon
473
First Horizon
FHN
$11.2B
$76.9K 0.02%
+3,400
PWRD
474
TCW Transform Systems ETF
PWRD
$885M
$76.6K 0.02%
+784
BABA icon
475
Alibaba
BABA
$378B
$76.5K 0.02%
+428