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
AGIO icon
1226
Agios Pharmaceuticals
AGIO
$1.62B
$4.01K ﹤0.01%
+100
NDAQ icon
1227
Nasdaq
NDAQ
$51.5B
$4K ﹤0.01%
+45
PCY icon
1228
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$3.99K ﹤0.01%
+185
MSCI icon
1229
MSCI
MSCI
$40.4B
$3.97K ﹤0.01%
+7
INTR icon
1230
Inter&Co
INTR
$3.63B
$3.95K ﹤0.01%
+428
XCCC icon
1231
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$262M
$3.92K ﹤0.01%
+100
SWX icon
1232
Southwest Gas
SWX
$5.71B
$3.92K ﹤0.01%
+50
SMMV icon
1233
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$293M
$3.88K ﹤0.01%
+90
RC
1234
Ready Capital
RC
$425M
$3.87K ﹤0.01%
+1,000
HOOD icon
1235
Robinhood
HOOD
$119B
$3.87K ﹤0.01%
+27
APD icon
1236
Air Products & Chemicals
APD
$58B
$3.86K ﹤0.01%
+14
KSS icon
1237
Kohl's
KSS
$2.59B
$3.84K ﹤0.01%
+250
IDVO icon
1238
Amplify International Enhanced Dividend Income ETF
IDVO
$549M
$3.84K ﹤0.01%
+103
RCS
1239
PIMCO Strategic Income Fund
RCS
$310M
$3.79K ﹤0.01%
+500
UBSI icon
1240
United Bankshares
UBSI
$5.3B
$3.79K ﹤0.01%
+102
IRM icon
1241
Iron Mountain
IRM
$24.9B
$3.77K ﹤0.01%
+37
NYC
1242
American Strategic Investment Co
NYC
$19.4M
$3.76K ﹤0.01%
+375
EQT icon
1243
EQT Corp
EQT
$37.9B
$3.76K ﹤0.01%
+69
ITW icon
1244
Illinois Tool Works
ITW
$72.4B
$3.67K ﹤0.01%
+14
EBF icon
1245
Ennis
EBF
$456M
$3.66K ﹤0.01%
+200
CHIQ icon
1246
Global X MSCI China Consumer Discretionary ETF
CHIQ
$216M
$3.6K ﹤0.01%
+149
LYV icon
1247
Live Nation Entertainment
LYV
$32.4B
$3.6K ﹤0.01%
+22
ELV icon
1248
Elevance Health
ELV
$73.5B
$3.58K ﹤0.01%
+11
PANL icon
1249
Pangaea Logistics
PANL
$465M
$3.56K ﹤0.01%
+700
SANA icon
1250
Sana Biotechnology
SANA
$1.37B
$3.55K ﹤0.01%
1,000
-13,675