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
IXUS icon
976
iShares Core MSCI Total International Stock ETF
IXUS
$51.3B
$10.7K ﹤0.01%
+129
SONY icon
977
Sony
SONY
$167B
$10.7K ﹤0.01%
+370
FTBI
978
First Trust Balanced Income ETF
FTBI
$12.8M
$10.6K ﹤0.01%
+500
FAST icon
979
Fastenal
FAST
$47.6B
$10.6K ﹤0.01%
+216
LVDS
980
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$102M
$10.6K ﹤0.01%
+205
XRX icon
981
Xerox
XRX
$344M
$10.6K ﹤0.01%
+2,812
CAVA icon
982
CAVA Group
CAVA
$6.19B
$10.6K ﹤0.01%
+175
IDA icon
983
Idacorp
IDA
$6.85B
$10.6K ﹤0.01%
+80
CCK icon
984
Crown Holdings
CCK
$11.3B
$10.4K ﹤0.01%
+108
SCS icon
985
Steelcase
SCS
$1.85B
$10.4K ﹤0.01%
+606
SDOG icon
986
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$10.4K ﹤0.01%
+173
VBK icon
987
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$10.4K ﹤0.01%
+35
SCIO icon
988
First Trust Structured Credit Income Opportunities ETF
SCIO
$95.6M
$10.4K ﹤0.01%
+500
BCS icon
989
Barclays
BCS
$80.6B
$10.3K ﹤0.01%
+500
OPRA
990
Opera Ltd
OPRA
$1.24B
$10.3K ﹤0.01%
+500
BGRN icon
991
iShares USD Green Bond ETF
BGRN
$437M
$10.3K ﹤0.01%
+214
AMCR icon
992
Amcor
AMCR
$19.2B
$10.3K ﹤0.01%
+1,258
SPGI icon
993
S&P Global
SPGI
$151B
$10.3K ﹤0.01%
+21
XYZ
994
Block Inc
XYZ
$37.1B
$10K ﹤0.01%
+139
MODG icon
995
Topgolf Callaway Brands
MODG
$2.12B
$9.96K ﹤0.01%
1,048
-127,206
NOG icon
996
Northern Oil and Gas
NOG
$2.43B
$9.92K ﹤0.01%
+400
HSY icon
997
Hershey
HSY
$37B
$9.91K ﹤0.01%
+53
FDBC icon
998
Fidelity D&D Bancorp
FDBC
$250M
$9.86K ﹤0.01%
+225
BMO icon
999
Bank of Montreal
BMO
$92.3B
$9.77K ﹤0.01%
+75
LEG icon
1000
Leggett & Platt
LEG
$1.51B
$9.77K ﹤0.01%
+1,100