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
DAPR icon
651
FT Vest US Equity Deep Buffer ETF April
DAPR
$283M
$36.3K 0.01%
+940
MNST icon
652
Monster Beverage
MNST
$72B
$36.1K 0.01%
+536
CPA icon
653
Copa Holdings
CPA
$4.9B
$35.6K 0.01%
+300
WRB icon
654
W.R. Berkley
WRB
$25.4B
$35.2K 0.01%
+459
IDNA icon
655
iShares Genomics Immunology and Healthcare ETF
IDNA
$131M
$35K 0.01%
+1,481
IAU icon
656
iShares Gold Trust
IAU
$65.4B
$34.9K 0.01%
+480
XLRE icon
657
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
$34.7K 0.01%
+823
VLO icon
658
Valero Energy
VLO
$53.1B
$34.6K 0.01%
+203
SCHR icon
659
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.5B
$34.5K 0.01%
+1,371
BGS icon
660
B&G Foods
BGS
$361M
$34.4K 0.01%
+7,762
XSW icon
661
State Street SPDR S&P Software & Services ETF
XSW
$447M
$34.2K 0.01%
+173
VIGI icon
662
Vanguard International Dividend Appreciation ETF
VIGI
$8.98B
$34.1K 0.01%
+381
ESGU icon
663
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$34.1K 0.01%
+234
DVYE icon
664
iShares Emerging Markets Dividend ETF
DVYE
$1B
$34K 0.01%
+1,145
VOE icon
665
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$33.7K 0.01%
+193
LOW icon
666
Lowe's Companies
LOW
$139B
$33.7K 0.01%
+134
VALE icon
667
Vale
VALE
$55.1B
$33.6K 0.01%
+3,095
NULV icon
668
Nuveen ESG Large-Cap Value ETF
NULV
$1.93B
$33.6K 0.01%
+766
WPM icon
669
Wheaton Precious Metals
WPM
$49.1B
$33.3K 0.01%
+298
SCHD icon
670
Schwab US Dividend Equity ETF
SCHD
$71.4B
$33.1K 0.01%
+1,214
SOLV icon
671
Solventum
SOLV
$14.8B
$33.1K 0.01%
+454
COMT icon
672
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$593M
$33.1K 0.01%
+1,234
EBND icon
673
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.22B
$33K 0.01%
+1,546
MAC icon
674
Macerich
MAC
$4.55B
$32.9K 0.01%
+1,807
BGR icon
675
BlackRock Energy and Resources Trust
BGR
$357M
$32.6K 0.01%
+2,400