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
TEAM icon
851
Atlassian
TEAM
$41.9B
$16K ﹤0.01%
+100
SJM icon
852
J.M. Smucker
SJM
$10.7B
$16K ﹤0.01%
+147
BBT
853
Beacon Financial Corp
BBT
$2.11B
$15.9K ﹤0.01%
+672
NWL icon
854
Newell Brands
NWL
$1.56B
$15.9K ﹤0.01%
+3,039
NAVI icon
855
Navient
NAVI
$1.21B
$15.9K ﹤0.01%
+1,210
DLS icon
856
WisdomTree International SmallCap Dividend Fund
DLS
$994M
$15.9K ﹤0.01%
+200
RWR icon
857
State Street SPDR Dow Jones REIT ETF
RWR
$1.72B
$15.8K ﹤0.01%
+158
ASML icon
858
ASML
ASML
$427B
$15.8K ﹤0.01%
+16
FITB icon
859
Fifth Third Bancorp
FITB
$30B
$15.8K ﹤0.01%
+355
CVS icon
860
CVS Health
CVS
$96B
$15.8K ﹤0.01%
+210
KREF
861
KKR Real Estate Finance Trust
KREF
$561M
$15.8K ﹤0.01%
+1,750
IHI icon
862
iShares US Medical Devices ETF
IHI
$4.28B
$15.6K ﹤0.01%
+260
GNOM icon
863
Global X Genomics & Biotechnology ETF
GNOM
$55.1M
$15.5K ﹤0.01%
+400
DLX icon
864
Deluxe
DLX
$940M
$15.5K ﹤0.01%
+800
TAK icon
865
Takeda Pharmaceutical
TAK
$44.8B
$15.4K ﹤0.01%
+1,050
PSK icon
866
State Street SPDR ICE Preferred Securities ETF
PSK
$782M
$15.3K ﹤0.01%
+464
DOC icon
867
Healthpeak Properties
DOC
$11.8B
$15.3K ﹤0.01%
+800
AAL icon
868
American Airlines Group
AAL
$9.78B
$15.2K ﹤0.01%
+1,350
ROE icon
869
Astoria US Quality Kings ETF
ROE
$174M
$15.1K ﹤0.01%
+437
IYF icon
870
iShares US Financials ETF
IYF
$4.19B
$15.1K ﹤0.01%
+119
PGNY icon
871
Progyny
PGNY
$2.07B
$15.1K ﹤0.01%
+700
HAL icon
872
Halliburton
HAL
$23.9B
$15K ﹤0.01%
+608
NNN icon
873
NNN REIT
NNN
$7.64B
$14.9K ﹤0.01%
+350
NGG icon
874
National Grid
NGG
$74.8B
$14.9K ﹤0.01%
+205
ISPO icon
875
Inspirato
ISPO
$36.4M
$14.8K ﹤0.01%
+5,000