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
EWS icon
826
iShares MSCI Singapore ETF
EWS
$821M
$17.6K ﹤0.01%
+620
SUSB icon
827
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$17.6K ﹤0.01%
+694
STWD icon
828
Starwood Property Trust
STWD
$6.75B
$17.5K ﹤0.01%
+902
APAM icon
829
Artisan Partners
APAM
$3B
$17.4K ﹤0.01%
+400
LDP icon
830
Cohen & Steers Duration Preferred & Income Fund
LDP
$621M
$17.3K ﹤0.01%
+800
GBCI icon
831
Glacier Bancorp
GBCI
$5.5B
$17.3K ﹤0.01%
+355
PIO icon
832
Invesco Global Water ETF
PIO
$274M
$17.2K ﹤0.01%
+384
B
833
Barrick Mining
B
$69.3B
$17.2K ﹤0.01%
+526
FLRN icon
834
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$17.2K ﹤0.01%
+557
KARO icon
835
Karooooo
KARO
$1.46B
$17.1K ﹤0.01%
+300
ANF icon
836
Abercrombie & Fitch
ANF
$4.35B
$17.1K ﹤0.01%
+200
DUK icon
837
Duke Energy
DUK
$90.6B
$17K ﹤0.01%
+137
ZION icon
838
Zions Bancorporation
ZION
$8.19B
$17K ﹤0.01%
+300
ARQT icon
839
Arcutis Biotherapeutics
ARQT
$3.82B
$17K ﹤0.01%
900
-28,344
KRC icon
840
Kilroy Realty
KRC
$4.82B
$16.9K ﹤0.01%
+400
TTE icon
841
TotalEnergies
TTE
$140B
$16.7K ﹤0.01%
+280
FCPI icon
842
Fidelity Stocks for Inflation ETF
FCPI
$247M
$16.6K ﹤0.01%
+332
TSCO icon
843
Tractor Supply
TSCO
$28.6B
$16.5K ﹤0.01%
+290
PFIX icon
844
Simplify Interest Rate Hedge ETF
PFIX
$157M
$16.5K ﹤0.01%
+342
CUBE icon
845
CubeSmart
CUBE
$8.35B
$16.5K ﹤0.01%
+405
ETN icon
846
Eaton
ETN
$131B
$16.5K ﹤0.01%
+44
GLAD icon
847
Gladstone Capital
GLAD
$479M
$16.4K ﹤0.01%
+750
SR icon
848
Spire
SR
$4.87B
$16.3K ﹤0.01%
+200
LMT icon
849
Lockheed Martin
LMT
$105B
$16.2K ﹤0.01%
+33
CL icon
850
Colgate-Palmolive
CL
$62.9B
$16.1K ﹤0.01%
+202