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
AM icon
1126
Antero Midstream
AM
$8.8B
$5.83K ﹤0.01%
+300
VOOV icon
1127
Vanguard S&P 500 Value ETF
VOOV
$5.89B
$5.79K ﹤0.01%
+29
IDXX icon
1128
Idexx Laboratories
IDXX
$57B
$5.75K ﹤0.01%
+9
IYT icon
1129
iShares US Transportation ETF
IYT
$792M
$5.74K ﹤0.01%
+80
MPB icon
1130
Mid Penn Bancorp
MPB
$687M
$5.73K ﹤0.01%
+200
WEN icon
1131
Wendy's
WEN
$1.61B
$5.72K ﹤0.01%
+625
ETHE
1132
Grayscale Ethereum Trust ETF
ETHE
$3.4B
$5.72K ﹤0.01%
+167
HFRO
1133
Highland Opportunities and Income Fund
HFRO
$337M
$5.71K ﹤0.01%
+900
ROK icon
1134
Rockwell Automation
ROK
$45.4B
$5.71K ﹤0.01%
+16
DKL icon
1135
Delek Logistics
DKL
$2.45B
$5.69K ﹤0.01%
+125
HPQ icon
1136
HP
HPQ
$24.2B
$5.64K ﹤0.01%
+207
EGY icon
1137
Vaalco Energy
EGY
$370M
$5.63K ﹤0.01%
+1,400
LC icon
1138
LendingClub
LC
$2.24B
$5.62K ﹤0.01%
+370
HRB icon
1139
H&R Block
HRB
$5.32B
$5.61K ﹤0.01%
+111
AQWA icon
1140
Global X Clean Water ETF
AQWA
$21.7M
$5.6K ﹤0.01%
+288
BSBR icon
1141
Santander
BSBR
$45.6B
$5.59K ﹤0.01%
+1,000
AJG icon
1142
Arthur J. Gallagher & Co
AJG
$61.6B
$5.58K ﹤0.01%
+18
VFQY icon
1143
Vanguard US Quality Factor ETF
VFQY
$435M
$5.58K ﹤0.01%
+37
DXCM icon
1144
DexCom
DXCM
$25.5B
$5.52K ﹤0.01%
+82
RMR icon
1145
The RMR Group
RMR
$266M
$5.51K ﹤0.01%
+350
SAR icon
1146
Saratoga Investment
SAR
$366M
$5.49K ﹤0.01%
+225
BXMT icon
1147
Blackstone Mortgage Trust
BXMT
$3.33B
$5.49K ﹤0.01%
+298
AZZ icon
1148
AZZ Inc
AZZ
$3.16B
$5.46K ﹤0.01%
+50
DMLP icon
1149
Dorchester Minerals
DMLP
$1.11B
$5.36K ﹤0.01%
+207
AGCO icon
1150
AGCO
AGCO
$7.85B
$5.35K ﹤0.01%
+50