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
ZM icon
576
Zoom
ZM
$26B
$50.3K 0.01%
+610
SPH icon
577
Suburban Propane Partners
SPH
$1.28B
$50.3K 0.01%
+2,695
SPYG icon
578
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.9B
$49.9K 0.01%
+477
SCHF icon
579
Schwab International Equity ETF
SCHF
$54B
$49.9K 0.01%
+2,143
SQM icon
580
Sociedad Química y Minera de Chile
SQM
$17.5B
$49.5K 0.01%
+1,151
OKLO
581
Oklo
OKLO
$16.4B
$49.5K 0.01%
+443
HEFA icon
582
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.62B
$49.2K 0.01%
+1,243
DTH icon
583
WisdomTree International High Dividend Fund
DTH
$505M
$49.2K 0.01%
+1,000
VPC icon
584
Virtus Private Credit Strategy ETF
VPC
$48.4M
$48.7K 0.01%
+2,575
FNDF icon
585
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
$48.7K 0.01%
+1,133
KOF icon
586
Coca-Cola Femsa
KOF
$19B
$48.6K 0.01%
+585
IYLD icon
587
iShares Morningstar Multi-Asset Income ETF
IYLD
$121M
$48.5K 0.01%
+2,277
OUSM icon
588
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$916M
$48.3K 0.01%
+1,079
IJH icon
589
iShares Core S&P Mid-Cap ETF
IJH
$102B
$48.2K 0.01%
+739
GSLC icon
590
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$47.7K 0.01%
+366
DRI icon
591
Darden Restaurants
DRI
$20.7B
$47.6K 0.01%
+250
VBR icon
592
Vanguard Small-Cap Value ETF
VBR
$32B
$47.6K 0.01%
+228
USMV icon
593
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$47.6K 0.01%
+500
OUSA icon
594
ALPS O'Shares US Quality Dividend ETF
OUSA
$817M
$47.3K 0.01%
+836
KT icon
595
KT
KT
$8.95B
$46.8K 0.01%
+2,400
WTPI
596
WisdomTree Equity Premium Income Fund
WTPI
$332M
$46.6K 0.01%
+1,400
MBB icon
597
iShares MBS ETF
MBB
$39.1B
$46.5K 0.01%
+489
EMHC icon
598
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$227M
$46.5K 0.01%
+1,846
PAMC icon
599
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$59.2M
$46.2K 0.01%
+983
FXU icon
600
First Trust Utilities AlphaDEX Fund
FXU
$1.75B
$46.1K 0.01%
+1,014