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
SNSR icon
801
Global X Internet of Things ETF
SNSR
$210M
$19.5K ﹤0.01%
+500
LX
802
LexinFintech Holdings
LX
$547M
$19.5K ﹤0.01%
+3,657
DRD
803
DRDGold
DRD
$2.52B
$19.3K ﹤0.01%
+700
IAUM icon
804
iShares Gold Trust Micro
IAUM
$5.61B
$19.3K ﹤0.01%
+500
DOV icon
805
Dover
DOV
$26.2B
$19.2K ﹤0.01%
+115
PSFF icon
806
Pacer Swan SOS Fund of Funds ETF
PSFF
$538M
$19K ﹤0.01%
+600
EVRG icon
807
Evergy
EVRG
$16.9B
$18.9K ﹤0.01%
+248
PFLT icon
808
PennantPark Floating Rate Capital
PFLT
$945M
$18.7K ﹤0.01%
+2,100
NMRK icon
809
Newmark Group
NMRK
$3.15B
$18.6K ﹤0.01%
+1,000
GLPI icon
810
Gaming and Leisure Properties
GLPI
$11.9B
$18.6K ﹤0.01%
+400
ZJUN
811
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$51.4M
$18.5K ﹤0.01%
+700
LIN icon
812
Linde
LIN
$187B
$18.5K ﹤0.01%
+39
SCJ icon
813
iShares MSCI Japan Small-Cap ETF
SCJ
$167M
$18.4K ﹤0.01%
+200
FNDC icon
814
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$18.2K ﹤0.01%
+409
SOXX icon
815
iShares Semiconductor ETF
SOXX
$17.4B
$18.2K ﹤0.01%
+67
FALN icon
816
iShares Fallen Angels USD Bond ETF
FALN
$1.77B
$18.1K ﹤0.01%
+650
PGR icon
817
Progressive
PGR
$131B
$18K ﹤0.01%
+73
GRNT icon
818
Granite Ridge Resources
GRNT
$711M
$17.9K ﹤0.01%
+3,300
TRMK icon
819
Trustmark
TRMK
$2.35B
$17.8K ﹤0.01%
+450
DLR icon
820
Digital Realty Trust
DLR
$56.6B
$17.8K ﹤0.01%
+103
SPHD icon
821
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.04B
$17.8K ﹤0.01%
+359
JHSC icon
822
John Hancock Multifactor Small Cap ETF
JHSC
$645M
$17.7K ﹤0.01%
+423
EFG icon
823
iShares MSCI EAFE Growth ETF
EFG
$9.52B
$17.7K ﹤0.01%
+155
TDVI icon
824
FT Vest Technology Dividend Target Income ETF
TDVI
$198M
$17.6K ﹤0.01%
+616
AIQ icon
825
Global X Artificial Intelligence & Technology ETF
AIQ
$7.19B
$17.6K ﹤0.01%
+357