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
DBEF icon
726
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.46B
$25.5K 0.01%
+550
THC icon
727
Tenet Healthcare
THC
$18.5B
$25.4K 0.01%
+125
GSL icon
728
Global Ship Lease
GSL
$1.29B
$25.3K 0.01%
+825
EWZS icon
729
iShares MSCI Brazil Small-Cap ETF
EWZS
$183M
$25.3K 0.01%
+1,818
AZN icon
730
AstraZeneca
AZN
$280B
$25.3K 0.01%
+329
BANC icon
731
Banc of California
BANC
$2.97B
$25.2K 0.01%
+1,525
HYTI
732
FT Vest High Yield & Target Income ETF
HYTI
$43.3M
$25.1K 0.01%
+1,254
CNR
733
Core Natural Resources Inc
CNR
$4.27B
$25K 0.01%
+300
SUN icon
734
Sunoco
SUN
$10.2B
$25K 0.01%
+500
ROP icon
735
Roper Technologies
ROP
$48.2B
$24.9K 0.01%
+50
NTRS icon
736
Northern Trust
NTRS
$25.2B
$24.9K 0.01%
+185
CASS icon
737
Cass Information Systems
CASS
$564M
$24.6K 0.01%
+626
MTUM icon
738
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
$24.6K 0.01%
+96
IDMO icon
739
Invesco S&P International Developed Momentum ETF
IDMO
$2.22B
$24.6K 0.01%
+455
EMB icon
740
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$24.5K 0.01%
+257
QFIN icon
741
Qfin Holdings
QFIN
$2.55B
$24.4K 0.01%
+847
SCHE icon
742
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$24K 0.01%
+718
EWN icon
743
iShares MSCI Netherlands ETF
EWN
$293M
$24K 0.01%
+413
CTA icon
744
Simplify Managed Futures Strategy ETF
CTA
$1.12B
$23.6K 0.01%
+845
WHR icon
745
Whirlpool
WHR
$4.27B
$23.6K 0.01%
+300
HEEM icon
746
iShares Currency Hedged MSCI Emerging Markets
HEEM
$191M
$23.6K 0.01%
+700
PH icon
747
Parker-Hannifin
PH
$111B
$23.5K 0.01%
+31
MS icon
748
Morgan Stanley
MS
$281B
$23.5K 0.01%
+148
HODL icon
749
VanEck Bitcoin Trust
HODL
$1.64B
$23.5K 0.01%
+725
TFC icon
750
Truist Financial
TFC
$60.8B
$23.4K 0.01%
+511