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
AMT icon
701
American Tower
AMT
$83.7B
$28.8K 0.01%
+150
CTAS icon
702
Cintas
CTAS
$75B
$28.7K 0.01%
+140
PGX icon
703
Invesco Preferred ETF
PGX
$3.88B
$28.5K 0.01%
+2,459
SO icon
704
Southern Company
SO
$95B
$28.5K 0.01%
+301
CSWC icon
705
Capital Southwest
CSWC
$1.26B
$28.4K 0.01%
+1,300
DVYA icon
706
iShares Asia/Pacific Dividend ETF
DVYA
$55.7M
$28.4K 0.01%
+675
SPIB icon
707
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$28.3K 0.01%
+835
HNI icon
708
HNI Corp
HNI
$1.88B
$28.1K 0.01%
+600
IYW icon
709
iShares US Technology ETF
IYW
$21.4B
$28.1K 0.01%
+143
ICSH icon
710
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$27.9K 0.01%
+550
HIMX
711
Himax Technologies
HIMX
$1.58B
$27.8K 0.01%
+3,150
ESGD icon
712
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
$27.8K 0.01%
+299
MAR icon
713
Marriott International
MAR
$78.5B
$27.6K 0.01%
+106
D icon
714
Dominion Energy
D
$49.9B
$27.5K 0.01%
+450
LRCX icon
715
Lam Research
LRCX
$199B
$26.8K 0.01%
+200
ACWI icon
716
iShares MSCI ACWI ETF
ACWI
$24.5B
$26.7K 0.01%
+193
EUSB icon
717
iShares ESG Advanced Universal USD Bond ETF
EUSB
$680M
$26.6K 0.01%
+605
ALE icon
718
Allete
ALE
$3.93B
$26.6K 0.01%
+400
ZSEP
719
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$146M
$26.5K 0.01%
+1,000
ACN icon
720
Accenture
ACN
$165B
$26.4K 0.01%
+107
SBLK icon
721
Star Bulk Carriers
SBLK
$2.33B
$26K 0.01%
+1,400
BALL icon
722
Ball Corp
BALL
$13.1B
$25.9K 0.01%
+513
IYG icon
723
iShares US Financial Services ETF
IYG
$1.91B
$25.8K 0.01%
+288
FTSL icon
724
First Trust Senior Loan Fund ETF
FTSL
$2.35B
$25.8K 0.01%
+563
ENB icon
725
Enbridge
ENB
$105B
$25.7K 0.01%
+510