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
SCHM icon
1001
Schwab US Mid-Cap ETF
SCHM
$12.3B
$9.76K ﹤0.01%
+329
PSCD icon
1002
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$20.1M
$9.7K ﹤0.01%
+87
FPEI icon
1003
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.81B
$9.67K ﹤0.01%
+500
EMR icon
1004
Emerson Electric
EMR
$77.2B
$9.6K ﹤0.01%
+73
REFI
1005
Chicago Atlantic Real Estate Finance
REFI
$269M
$9.59K ﹤0.01%
+750
FND icon
1006
Floor & Decor
FND
$6.84B
$9.58K ﹤0.01%
+130
FIBK icon
1007
First Interstate BancSystem
FIBK
$3.51B
$9.56K ﹤0.01%
+300
CURI icon
1008
CuriosityStream
CURI
$264M
$9.54K ﹤0.01%
+1,800
UNP icon
1009
Union Pacific
UNP
$140B
$9.49K ﹤0.01%
+40
IFRA icon
1010
iShares US Infrastructure ETF
IFRA
$3.14B
$9.4K ﹤0.01%
+178
XP icon
1011
XP
XP
$9.28B
$9.39K ﹤0.01%
+500
SVOL icon
1012
Simplify Volatility Premium ETF
SVOL
$669M
$9.36K ﹤0.01%
+520
BDX icon
1013
Becton Dickinson
BDX
$55.4B
$9.36K ﹤0.01%
+50
ANET icon
1014
Arista Networks
ANET
$162B
$9.32K ﹤0.01%
+64
LCII icon
1015
LCI Industries
LCII
$2.77B
$9.31K ﹤0.01%
+100
UPWK icon
1016
Upwork
UPWK
$2.62B
$9.29K ﹤0.01%
+500
MGK icon
1017
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$9.26K ﹤0.01%
+23
NFG icon
1018
National Fuel Gas
NFG
$7.39B
$9.24K ﹤0.01%
+100
DAL icon
1019
Delta Air Lines
DAL
$43.8B
$9.19K ﹤0.01%
+162
NOK icon
1020
Nokia
NOK
$33.7B
$9.14K ﹤0.01%
+1,900
RFFC icon
1021
ALPS Active Equity Opportunity ETF
RFFC
$26.8M
$9.12K ﹤0.01%
+142
SAP icon
1022
SAP
SAP
$288B
$9.09K ﹤0.01%
+34
CASY icon
1023
Casey's General Stores
CASY
$21.1B
$9.06K ﹤0.01%
+16
WBD icon
1024
Warner Bros
WBD
$64.6B
$9.02K ﹤0.01%
+462
PEBO icon
1025
Peoples Bancorp
PEBO
$1.08B
$9K ﹤0.01%
+300