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
PSF icon
901
Cohen & Steers Select Preferred & Income Fund
PSF
$246M
$13.5K ﹤0.01%
+650
NAT icon
902
Nordic American Tanker
NAT
$792M
$13.5K ﹤0.01%
+4,300
GOVI icon
903
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$905M
$13.5K ﹤0.01%
+486
FSK icon
904
FS KKR Capital
FSK
$4.33B
$13.4K ﹤0.01%
+900
MFG icon
905
Mizuho Financial
MFG
$91.1B
$13.4K ﹤0.01%
+2,000
CAFG icon
906
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$17.3M
$13.4K ﹤0.01%
+516
OMC icon
907
Omnicom Group
OMC
$23.3B
$13.4K ﹤0.01%
+164
MSTY icon
908
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.87B
$13.3K ﹤0.01%
+950
AEP icon
909
American Electric Power
AEP
$62.8B
$13.2K ﹤0.01%
+117
PSEC icon
910
Prospect Capital
PSEC
$1.26B
$13.1K ﹤0.01%
+4,777
AVK
911
Advent Convertible and Income Fund
AVK
$560M
$13.1K ﹤0.01%
+1,026
TT icon
912
Trane Technologies
TT
$89B
$13.1K ﹤0.01%
+31
CIB icon
913
Grupo Cibest SA
CIB
$14.9B
$13K ﹤0.01%
+250
COF icon
914
Capital One
COF
$147B
$13K ﹤0.01%
+61
SFY icon
915
SoFi Select 500 ETF
SFY
$560M
$12.9K ﹤0.01%
+100
EFX icon
916
Equifax
EFX
$25.9B
$12.8K ﹤0.01%
+50
DVA icon
917
DaVita
DVA
$8.29B
$12.8K ﹤0.01%
+96
VFMV icon
918
Vanguard US Minimum Volatility ETF
VFMV
$312M
$12.7K ﹤0.01%
+97
NWFL icon
919
Norwood Financial Corp
NWFL
$266M
$12.7K ﹤0.01%
+500
CPB icon
920
Campbell Soup
CPB
$8.81B
$12.6K ﹤0.01%
+400
ISSC icon
921
Innovative Solutions & Support
ISSC
$180M
$12.5K ﹤0.01%
+1,000
PLDR icon
922
Putnam Sustainable Leaders ETF
PLDR
$859M
$12.5K ﹤0.01%
+348
PULS icon
923
PGIM Ultra Short Bond ETF
PULS
$13.1B
$12.5K ﹤0.01%
+250
KIM icon
924
Kimco Realty
KIM
$13.6B
$12.5K ﹤0.01%
+570
VMEO
925
DELISTED
Vimeo
VMEO
$12.4K ﹤0.01%
+1,600