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
PAYX icon
476
Paychex
PAYX
$40.3B
$76.1K 0.02%
+600
VIOV icon
477
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.47B
$75.6K 0.02%
+794
IEMG icon
478
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$75.3K 0.02%
+1,142
KMB icon
479
Kimberly-Clark
KMB
$34.2B
$74.7K 0.02%
+601
PRU icon
480
Prudential Financial
PRU
$39.1B
$74.7K 0.02%
+720
VIOG icon
481
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$846M
$74.2K 0.02%
+609
IBIT icon
482
iShares Bitcoin Trust
IBIT
$69.4B
$73.9K 0.02%
+1,137
CLOU icon
483
Global X Cloud Computing ETF
CLOU
$279M
$73.9K 0.02%
+3,175
REG icon
484
Regency Centers
REG
$12.6B
$72.9K 0.02%
+1,000
BUFB icon
485
Innovator Laddered Allocation Buffer ETF
BUFB
$218M
$72.8K 0.02%
+2,037
ADP icon
486
Automatic Data Processing
ADP
$106B
$72.5K 0.02%
+247
SPSB icon
487
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.27B
$72.2K 0.02%
+2,385
TRV icon
488
Travelers Companies
TRV
$62.7B
$72.1K 0.02%
+258
TD icon
489
Toronto Dominion Bank
TD
$149B
$72K 0.02%
+900
RFLR
490
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$38.4M
$71.8K 0.02%
+2,587
VCR icon
491
Vanguard Consumer Discretionary ETF
VCR
$6.39B
$70.9K 0.02%
+179
DHS icon
492
WisdomTree US High Dividend Fund
DHS
$1.3B
$70.5K 0.02%
+700
SPYD icon
493
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.27B
$70.5K 0.02%
+1,602
HWM icon
494
Howmet Aerospace
HWM
$76.9B
$70.4K 0.02%
+359
KSA icon
495
iShares MSCI Saudi Arabia ETF
KSA
$647M
$70.4K 0.02%
+1,736
TSM icon
496
TSMC
TSM
$1.53T
$70.4K 0.02%
+252
DDEC icon
497
FT Vest US Equity Deep Buffer ETF December
DDEC
$344M
$70K 0.02%
+1,600
BSV icon
498
Vanguard Short-Term Bond ETF
BSV
$39.2B
$69.8K 0.02%
+885
QTEC icon
499
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.07B
$69.8K 0.02%
+304
BTAL icon
500
AGF US Market Neutral Anti-Beta Fund
BTAL
$357M
$69.7K 0.02%
+4,377