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
NUKZ icon
1101
Range Nuclear Renaissance Index ETF
NUKZ
$755M
$6.5K ﹤0.01%
+100
CIVI icon
1102
Civitas Resources
CIVI
$2.59B
$6.5K ﹤0.01%
+200
CRSP icon
1103
CRISPR Therapeutics
CRSP
$5.42B
$6.48K ﹤0.01%
+100
BTC
1104
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
$6.43K ﹤0.01%
+127
CNRG icon
1105
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$207M
$6.4K ﹤0.01%
+76
OC icon
1106
Owens Corning
OC
$9.34B
$6.37K ﹤0.01%
+45
KBH icon
1107
KB Home
KBH
$4.1B
$6.36K ﹤0.01%
+100
VPL icon
1108
Vanguard FTSE Pacific ETF
VPL
$8.4B
$6.32K ﹤0.01%
+72
SCHH icon
1109
Schwab US REIT ETF
SCHH
$8.36B
$6.3K ﹤0.01%
+292
UUP icon
1110
Invesco DB US Dollar Index Bullish Fund
UUP
$295M
$6.27K ﹤0.01%
+228
DDOG icon
1111
Datadog
DDOG
$53.1B
$6.27K ﹤0.01%
+44
PFGC icon
1112
Performance Food Group
PFGC
$14.3B
$6.24K ﹤0.01%
+60
WAB icon
1113
Wabtec
WAB
$36.7B
$6.21K ﹤0.01%
+31
FEZ icon
1114
SPDR Euro Stoxx 50 ETF
FEZ
$4.82B
$6.21K ﹤0.01%
+100
IDU icon
1115
iShares US Utilities ETF
IDU
$1.85B
$6.21K ﹤0.01%
+56
DVN icon
1116
Devon Energy
DVN
$23.5B
$6.21K ﹤0.01%
+177
LIT icon
1117
Global X Lithium & Battery Tech ETF
LIT
$1.4B
$6.2K ﹤0.01%
+109
EBS icon
1118
Emergent Biosolutions
EBS
$625M
$6.17K ﹤0.01%
+700
DBB icon
1119
Invesco DB Base Metals Fund
DBB
$147M
$6.16K ﹤0.01%
+300
CHAT icon
1120
Roundhill Generative AI & Technology ETF
CHAT
$1.04B
$6.15K ﹤0.01%
+100
HUBS icon
1121
HubSpot
HUBS
$19.9B
$6.08K ﹤0.01%
+13
ESEA icon
1122
Euroseas
ESEA
$433M
$6.02K ﹤0.01%
+101
DNOV icon
1123
FT Vest US Equity Deep Buffer ETF November
DNOV
$360M
$5.99K ﹤0.01%
+128
PGP
1124
PIMCO Global StockPLUS & Income Fund
PGP
$103M
$5.99K ﹤0.01%
+700
RAIL icon
1125
FreightCar America
RAIL
$164M
$5.87K ﹤0.01%
+600