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
USXF icon
601
iShares ESG Advanced MSCI USA ETF
USXF
$1.21B
$46K 0.01%
+803
KB icon
602
KB Financial Group
KB
$31.7B
$45.9K 0.01%
+554
FNDE icon
603
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.12B
$45.7K 0.01%
+1,265
ITB icon
604
iShares US Home Construction ETF
ITB
$2.63B
$45.7K 0.01%
+426
ARLP icon
605
Alliance Resource Partners
ARLP
$3.11B
$45.5K 0.01%
+1,800
CIG icon
606
CEMIG Preferred Shares
CIG
$5.78B
$45.2K 0.01%
21,440
SLG icon
607
SL Green Realty
SLG
$3.02B
$45.2K 0.01%
+756
QUBT icon
608
Quantum Computing Inc
QUBT
$2.88B
$45.1K 0.01%
+2,450
XLF icon
609
State Street Financial Select Sector SPDR ETF
XLF
$52.7B
$45.1K 0.01%
+837
SHLD icon
610
Global X Defense Tech ETF
SHLD
$4.85B
$45K 0.01%
+641
MFC icon
611
Manulife Financial
MFC
$59.4B
$44.8K 0.01%
1,437
-12,509
ZIM icon
612
ZIM Integrated Shipping Services
ZIM
$2.41B
$44.4K 0.01%
+3,279
BUG icon
613
Global X Cybersecurity ETF
BUG
$1.02B
$44.4K 0.01%
+1,262
FTNT icon
614
Fortinet
FTNT
$64.6B
$44.4K 0.01%
+528
JHMB icon
615
John Hancock Mortgage-Backed Securities ETF
JHMB
$185M
$44.2K 0.01%
+1,996
IIPR icon
616
Innovative Industrial Properties
IIPR
$1.41B
$44.1K 0.01%
+824
FJUL icon
617
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$43.8K 0.01%
+800
UOCT icon
618
Innovator US Equity Ultra Buffer ETF October
UOCT
$240M
$43.4K 0.01%
+1,130
BP icon
619
BP
BP
$91.5B
$43.2K 0.01%
+1,255
VRTX icon
620
Vertex Pharmaceuticals
VRTX
$116B
$43.1K 0.01%
+110
LAZ icon
621
Lazard
LAZ
$5.19B
$42.2K 0.01%
+800
SUSL icon
622
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$42.1K 0.01%
+360
SCHI icon
623
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.91B
$41.5K 0.01%
+1,797
GSK icon
624
GSK
GSK
$97.7B
$40.4K 0.01%
+937
VDC icon
625
Vanguard Consumer Staples ETF
VDC
$7.24B
$40.4K 0.01%
+189