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
NXPI icon
751
NXP Semiconductors
NXPI
$57.4B
$23.2K 0.01%
+102
LRGF icon
752
iShares US Equity Factor ETF
LRGF
$3B
$23.2K 0.01%
+336
BUSE icon
753
First Busey Corp
BUSE
$2.12B
$23.1K 0.01%
+1,000
PFFV icon
754
Global X Variable Rate Preferred ETF
PFFV
$306M
$23.1K 0.01%
+1,000
AMC icon
755
AMC Entertainment Holdings
AMC
$1.16B
$23.1K 0.01%
7,950
-6,320
PBI icon
756
Pitney Bowes
PBI
$1.57B
$22.9K 0.01%
+2,005
SMG icon
757
ScottsMiracle-Gro
SMG
$3.12B
$22.8K 0.01%
+400
MTN icon
758
Vail Resorts
MTN
$5.19B
$22.6K 0.01%
+151
CADE icon
759
Cadence Bank
CADE
$7.72B
$22.5K 0.01%
+600
SUSA icon
760
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
$22.5K 0.01%
+166
ARDC
761
Are Dynamic Credit Allocation Fund
ARDC
$321M
$22.5K 0.01%
+1,600
TIPX icon
762
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
$22.3K 0.01%
+1,154
SNV icon
763
Synovus
SNV
$7.01B
$22.1K 0.01%
+450
ERIC icon
764
Ericsson
ERIC
$31.7B
$22.1K 0.01%
+2,670
NOAH
765
Noah Holdings
NOAH
$697M
$22K 0.01%
+1,900
AVEM icon
766
Avantis Emerging Markets Equity ETF
AVEM
$15.2B
$22K 0.01%
+293
PZA icon
767
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$21.9K 0.01%
+950
SPAB icon
768
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.06B
$21.9K 0.01%
+848
SPMB icon
769
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.53B
$21.7K 0.01%
+969
PNC icon
770
PNC Financial Services
PNC
$77.6B
$21.7K 0.01%
+108
XLI icon
771
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
$21.6K 0.01%
+140
CMI icon
772
Cummins
CMI
$70.5B
$21.5K 0.01%
+51
SCHC icon
773
Schwab International Small-Cap Equity ETF
SCHC
$4.97B
$21.4K 0.01%
+471
PPC icon
774
Pilgrim's Pride
PPC
$9.44B
$21.4K 0.01%
525
-8,212
HYGV icon
775
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.19B
$21.3K 0.01%
+518