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
HD icon
626
Home Depot
HD
$353B
$40.4K 0.01%
+100
GRID icon
627
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.91B
$40.3K 0.01%
+267
VEU icon
628
Vanguard FTSE All-World ex-US ETF
VEU
$52.7B
$40K 0.01%
+560
KLAC icon
629
KLA
KLAC
$160B
$39.9K 0.01%
+37
FCFY icon
630
First Trust S&P 500 Diversified Free Cash Flow ETF
FCFY
$1.38M
$39.7K 0.01%
+1,475
TWO
631
Two Harbors Investment
TWO
$1.06B
$39.2K 0.01%
3,976
-22,749
IWP icon
632
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$39K 0.01%
+274
SCHA icon
633
Schwab U.S Small- Cap ETF
SCHA
$19.4B
$38.7K 0.01%
+1,386
EWW icon
634
iShares MSCI Mexico ETF
EWW
$1.96B
$38.6K 0.01%
+566
TOTL icon
635
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$38.6K 0.01%
+951
VXF icon
636
Vanguard Extended Market ETF
VXF
$25.1B
$38.5K 0.01%
+184
ACRE
637
Ares Commercial Real Estate
ACRE
$281M
$38.1K 0.01%
+8,448
RIO icon
638
Rio Tinto
RIO
$119B
$38K 0.01%
+575
HYG icon
639
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$37.9K 0.01%
+467
VST icon
640
Vistra
VST
$56.6B
$37.8K 0.01%
+193
FNDA icon
641
Schwab Fundamental US Small Company Index ETF
FNDA
$9.05B
$37.8K 0.01%
+1,212
AMAT icon
642
Applied Materials
AMAT
$214B
$37.7K 0.01%
+184
HON icon
643
Honeywell
HON
$121B
$37.5K 0.01%
+178
ITT icon
644
ITT
ITT
$14.1B
$37.2K 0.01%
+208
VSS icon
645
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.73B
$37.1K 0.01%
+260
SMR icon
646
NuScale Power
SMR
$6.05B
$37K 0.01%
+1,027
WSM icon
647
Williams-Sonoma
WSM
$21.4B
$36.7K 0.01%
+188
EIS icon
648
iShares MSCI Israel ETF
EIS
$548M
$36.7K 0.01%
+366
HLIO icon
649
Helios Technologies
HLIO
$1.8B
$36.5K 0.01%
+700
TPL icon
650
Texas Pacific Land
TPL
$21.3B
$36.4K 0.01%
+39