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
MUFG icon
1026
Mitsubishi UFJ Financial
MUFG
$185B
$8.94K ﹤0.01%
+561
PGY icon
1027
Pagaya Technologies
PGY
$2B
$8.91K ﹤0.01%
+300
OXSQ icon
1028
Oxford Square Capital
OXSQ
$149M
$8.9K ﹤0.01%
+5,600
RISR icon
1029
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$186M
$8.85K ﹤0.01%
+247
EL icon
1030
Estee Lauder
EL
$37.9B
$8.81K ﹤0.01%
+100
PGF icon
1031
Invesco Financial Preferred ETF
PGF
$764M
$8.77K ﹤0.01%
+600
USHY icon
1032
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$8.77K ﹤0.01%
+232
ACM icon
1033
Aecom
ACM
$13.5B
$8.74K ﹤0.01%
+67
DJIA icon
1034
Global X Dow 30 Covered Call ETF
DJIA
$141M
$8.74K ﹤0.01%
+400
OXY.WS icon
1035
Occidental Petroleum Corp Warrants
OXY.WS
$19.2B
$8.73K ﹤0.01%
+343
SCHP icon
1036
Schwab US TIPS ETF
SCHP
$14.7B
$8.73K ﹤0.01%
+324
CPRT icon
1037
Copart
CPRT
$37.5B
$8.72K ﹤0.01%
+194
GL icon
1038
Globe Life
GL
$10.5B
$8.72K ﹤0.01%
+61
MPW icon
1039
Medical Properties Trust
MPW
$3.3B
$8.7K ﹤0.01%
+1,715
TX icon
1040
Ternium
TX
$7.54B
$8.68K ﹤0.01%
+250
ACCO icon
1041
Acco Brands
ACCO
$324M
$8.6K ﹤0.01%
+2,156
ITA icon
1042
iShares US Aerospace & Defense ETF
ITA
$11.9B
$8.58K ﹤0.01%
+41
DWX icon
1043
SPDR S&P International Dividend ETF
DWX
$495M
$8.54K ﹤0.01%
+200
MCY icon
1044
Mercury Insurance
MCY
$4.98B
$8.48K ﹤0.01%
+100
CWEN icon
1045
Clearway Energy Class C
CWEN
$4.06B
$8.47K ﹤0.01%
+300
VONG icon
1046
Vanguard Russell 1000 Growth ETF
VONG
$33.8B
$8.46K ﹤0.01%
+70
NVO icon
1047
Novo Nordisk
NVO
$213B
$8.43K ﹤0.01%
+152
CI icon
1048
Cigna
CI
$70.9B
$8.4K ﹤0.01%
+29
VONV icon
1049
Vanguard Russell 1000 Value ETF
VONV
$14.9B
$8.4K ﹤0.01%
+94
VRSN icon
1050
VeriSign
VRSN
$23.1B
$8.39K ﹤0.01%
+30