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
BROS icon
1201
Dutch Bros
BROS
$7.42B
$4.45K ﹤0.01%
+85
HDB icon
1202
HDFC Bank
HDB
$183B
$4.44K ﹤0.01%
+130
MISL icon
1203
First Trust Indxx Aerospace & Defense ETF
MISL
$216M
$4.43K ﹤0.01%
+107
LOAN
1204
Manhattan Bridge Capital
LOAN
$53.6M
$4.39K ﹤0.01%
+800
FISV
1205
Fiserv Inc
FISV
$35.6B
$4.38K ﹤0.01%
+34
GMRE
1206
Global Medical REIT
GMRE
$434M
$4.38K ﹤0.01%
+130
NWG icon
1207
NatWest
NWG
$66B
$4.37K ﹤0.01%
+309
ARKW icon
1208
ARK Web x.0 ETF
ARKW
$2.21B
$4.37K ﹤0.01%
+25
DAPP icon
1209
VanEck Digital Transformation ETF
DAPP
$313M
$4.35K ﹤0.01%
+200
QTWO icon
1210
Q2 Holdings
QTWO
$4.6B
$4.34K ﹤0.01%
+60
NI icon
1211
NiSource
NI
$19.9B
$4.33K ﹤0.01%
+100
VSGX icon
1212
Vanguard ESG International Stock ETF
VSGX
$5.41B
$4.3K ﹤0.01%
+62
WAL icon
1213
Western Alliance Bancorporation
WAL
$9.39B
$4.29K ﹤0.01%
+49
CEG icon
1214
Constellation Energy
CEG
$112B
$4.29K ﹤0.01%
+13
CCAP icon
1215
Crescent Capital BDC
CCAP
$551M
$4.28K ﹤0.01%
+300
USFR icon
1216
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$4.27K ﹤0.01%
+85
CLOZ icon
1217
Panagram BBB-B CLO ETF
CLOZ
$756M
$4.26K ﹤0.01%
+159
ACR
1218
ACRES Commercial Realty
ACR
$171M
$4.23K ﹤0.01%
+200
WLKP icon
1219
Westlake Chemical Partners
WLKP
$675M
$4.2K ﹤0.01%
+200
DGX icon
1220
Quest Diagnostics
DGX
$20.3B
$4.19K ﹤0.01%
+22
XSD icon
1221
State Street SPDR S&P Semiconductor ETF
XSD
$1.7B
$4.15K ﹤0.01%
+13
AGGH icon
1222
Simplify Aggregate Bond ETF
AGGH
$333M
$4.14K ﹤0.01%
+200
KSPI icon
1223
Kaspi.kz JSC
KSPI
$14.6B
$4.08K ﹤0.01%
+50
DMAY icon
1224
FT Vest US Equity Deep Buffer ETF May
DMAY
$293M
$4.08K ﹤0.01%
+92
TFLO icon
1225
iShares Treasury Floating Rate Bond ETF
TFLO
$6.52B
$4.05K ﹤0.01%
+80