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
NAPR icon
551
Innovator Growth-100 Power Buffer ETF April
NAPR
$207M
$55K 0.01%
+1,044
EWT icon
552
iShares MSCI Taiwan ETF
EWT
$7.02B
$54.9K 0.01%
+863
CMA icon
553
Comerica
CMA
$10.8B
$54.9K 0.01%
+801
FNB icon
554
FNB Corp
FNB
$6.06B
$54.8K 0.01%
+3,402
BEP icon
555
Brookfield Renewable
BEP
$8.05B
$54.7K 0.01%
+2,120
VNQ icon
556
Vanguard Real Estate ETF
VNQ
$33.9B
$54.5K 0.01%
+596
QUS icon
557
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$54.4K 0.01%
+318
PENN icon
558
PENN Entertainment
PENN
$1.84B
$53.9K 0.01%
+2,800
SRLN icon
559
State Street Blackstone Senior Loan ETF
SRLN
$6.76B
$53.8K 0.01%
+1,293
ISRG icon
560
Intuitive Surgical
ISRG
$204B
$53.7K 0.01%
+120
IXN icon
561
iShares Global Tech ETF
IXN
$6.49B
$53.6K 0.01%
+519
RACE icon
562
Ferrari
RACE
$69.7B
$53.4K 0.01%
+110
IXJ icon
563
iShares Global Healthcare ETF
IXJ
$4.42B
$53.2K 0.01%
+600
CVMC icon
564
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$80.8M
$52.4K 0.01%
+825
APOC
565
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$116M
$51.8K 0.01%
+2,000
GE icon
566
GE Aerospace
GE
$300B
$51.7K 0.01%
+172
JULM
567
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$29.3M
$51.5K 0.01%
+1,550
VNO icon
568
Vornado Realty Trust
VNO
$6.69B
$51.3K 0.01%
+1,266
QCJL
569
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$74.5M
$51.2K 0.01%
+2,200
MMC icon
570
Marsh & McLennan
MMC
$89.1B
$51.2K 0.01%
+254
EAGG icon
571
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.29B
$51K 0.01%
+1,062
GEHC icon
572
GE HealthCare
GEHC
$38.9B
$51K 0.01%
+679
TIP icon
573
iShares TIPS Bond ETF
TIP
$14.5B
$50.9K 0.01%
+458
BTI icon
574
British American Tobacco
BTI
$124B
$50.8K 0.01%
+957
HCA icon
575
HCA Healthcare
HCA
$111B
$50.7K 0.01%
+119