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
CQQQ icon
776
Invesco China Technology ETF
CQQQ
$2.92B
$21.3K 0.01%
+361
AAXJ icon
777
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.17B
$21.2K 0.01%
+232
EXR icon
778
Extra Space Storage
EXR
$27.5B
$21.1K 0.01%
+150
VXUS icon
779
Vanguard Total International Stock ETF
VXUS
$112B
$21.1K 0.01%
+287
DTCR icon
780
Global X Data Center & Digital Infrastructure ETF
DTCR
$640M
$21.1K 0.01%
+1,029
HYLS icon
781
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$21K 0.01%
+500
UAPR icon
782
Innovator US Equity Ultra Buffer ETF April
UAPR
$152M
$21K 0.01%
+653
NUMG icon
783
Nuveen ESG Mid-Cap Growth ETF
NUMG
$398M
$21K 0.01%
+431
ROBO icon
784
ROBO Global Robotics & Automation Index ETF
ROBO
$1.3B
$20.9K 0.01%
+319
EEM icon
785
iShares MSCI Emerging Markets ETF
EEM
$20.8B
$20.7K 0.01%
+388
GSG icon
786
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.11B
$20.7K 0.01%
+900
FEMB icon
787
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$282M
$20.5K 0.01%
+700
HMN icon
788
Horace Mann Educators
HMN
$1.78B
$20.5K 0.01%
+454
HYXF icon
789
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$20.4K 0.01%
+430
EEMS icon
790
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$401M
$20.4K 0.01%
+300
ZTS icon
791
Zoetis
ZTS
$52.3B
$20.4K 0.01%
+139
NEAR icon
792
iShares Short Maturity Bond ETF
NEAR
$3.76B
$20.3K ﹤0.01%
+395
CLX icon
793
Clorox
CLX
$12.8B
$20.1K ﹤0.01%
+163
AMZA icon
794
InfraCap MLP ETF
AMZA
$390M
$20.1K ﹤0.01%
+500
FINV
795
FinVolution Group
FINV
$1.32B
$19.9K ﹤0.01%
+2,700
IYM icon
796
iShares US Basic Materials ETF
IYM
$718M
$19.9K ﹤0.01%
+134
GSBD icon
797
Goldman Sachs BDC
GSBD
$1.15B
$19.8K ﹤0.01%
+1,945
NXST icon
798
Nexstar Media Group
NXST
$5.73B
$19.8K ﹤0.01%
+100
ELP icon
799
Companhia Paranaense de Energia (COPEL)
ELP
$7.57B
$19.6K ﹤0.01%
+2,000
RGA icon
800
Reinsurance Group of America
RGA
$12.7B
$19.6K ﹤0.01%
+102