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
TEVA icon
876
Teva Pharmaceuticals
TEVA
$32.7B
$14.8K ﹤0.01%
+732
GLW icon
877
Corning
GLW
$73.7B
$14.5K ﹤0.01%
+177
TER icon
878
Teradyne
TER
$31.4B
$14.5K ﹤0.01%
+105
VAW icon
879
Vanguard Materials ETF
VAW
$2.76B
$14.3K ﹤0.01%
+70
BETZ icon
880
Roundhill Sports Betting & iGaming ETF
BETZ
$64M
$14.3K ﹤0.01%
+600
MCO icon
881
Moody's
MCO
$88.6B
$14.3K ﹤0.01%
+30
ING icon
882
ING
ING
$76.3B
$14.1K ﹤0.01%
+541
SNPE icon
883
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$14.1K ﹤0.01%
+235
PLD icon
884
Prologis
PLD
$119B
$14.1K ﹤0.01%
+123
DMAR icon
885
FT Vest US Equity Deep Buffer ETF March
DMAR
$360M
$14.1K ﹤0.01%
+345
VTWV icon
886
Vanguard Russell 2000 Value ETF
VTWV
$874M
$14K ﹤0.01%
+90
VTWG icon
887
Vanguard Russell 2000 Growth ETF
VTWG
$1.14B
$14K ﹤0.01%
+60
UBS icon
888
UBS Group
UBS
$127B
$14K ﹤0.01%
+341
ENFR icon
889
Alerian Energy Infrastructure ETF
ENFR
$331M
$14K ﹤0.01%
+431
SPOT icon
890
Spotify
SPOT
$116B
$14K ﹤0.01%
+20
VTS icon
891
Vitesse Energy
VTS
$833M
$13.9K ﹤0.01%
+600
EALT icon
892
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$170M
$13.8K ﹤0.01%
+400
EPS icon
893
WisdomTree US LargeCap Fund
EPS
$1.33B
$13.8K ﹤0.01%
+200
PKST
894
Peakstone Realty Trust
PKST
$509M
$13.7K ﹤0.01%
+1,046
DGRO icon
895
iShares Core Dividend Growth ETF
DGRO
$35.5B
$13.6K ﹤0.01%
+200
CWB icon
896
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.72B
$13.6K ﹤0.01%
+150
SMLF icon
897
iShares US Small Cap Equity Factor ETF
SMLF
$2.73B
$13.5K ﹤0.01%
+182
LPG icon
898
Dorian LPG
LPG
$1.07B
$13.5K ﹤0.01%
+454
VOT icon
899
Vanguard Mid-Cap Growth ETF
VOT
$18B
$13.5K ﹤0.01%
+46
MOMO
900
Hello Group
MOMO
$1.13B
$13.5K ﹤0.01%
+1,821