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
TAIL icon
1251
Cambria Tail Risk ETF
TAIL
$131M
$3.55K ﹤0.01%
+300
XAR icon
1252
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.45B
$3.52K ﹤0.01%
+15
FXH icon
1253
First Trust Health Care AlphaDEX Fund
FXH
$939M
$3.4K ﹤0.01%
+31
AME icon
1254
Ametek
AME
$46B
$3.4K ﹤0.01%
+18
HEAL
1255
Global X Funds Global X HealthTech ETF
HEAL
$50.3M
$3.39K ﹤0.01%
+106
BBD icon
1256
Banco Bradesco
BBD
$35B
$3.38K ﹤0.01%
+1,000
EBAY icon
1257
eBay
EBAY
$37.3B
$3.38K ﹤0.01%
+37
HI icon
1258
Hillenbrand
HI
$2.24B
$3.38K ﹤0.01%
+125
EPD icon
1259
Enterprise Products Partners
EPD
$70.5B
$3.35K ﹤0.01%
+107
QEMM icon
1260
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$41.1M
$3.31K ﹤0.01%
+50
XOP icon
1261
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.82B
$3.31K ﹤0.01%
+25
PD icon
1262
PagerDuty
PD
$1.13B
$3.3K ﹤0.01%
+200
WMB icon
1263
Williams Companies
WMB
$76.7B
$3.29K ﹤0.01%
+52
ESML icon
1264
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.04B
$3.29K ﹤0.01%
+73
SDEM icon
1265
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$41.3M
$3.28K ﹤0.01%
+116
IONS icon
1266
Ionis Pharmaceuticals
IONS
$13.2B
$3.27K ﹤0.01%
+50
SCI icon
1267
Service Corp International
SCI
$10.6B
$3.27K ﹤0.01%
+39
HPE icon
1268
Hewlett Packard
HPE
$30.8B
$3.19K ﹤0.01%
+130
KEYS icon
1269
Keysight
KEYS
$36B
$3.15K ﹤0.01%
+18
PSTL
1270
Postal Realty Trust
PSTL
$394M
$3.14K ﹤0.01%
+200
COR icon
1271
Cencora
COR
$65.9B
$3.13K ﹤0.01%
+10
VGIT icon
1272
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.7B
$3.12K ﹤0.01%
+52
CNI icon
1273
Canadian National Railway
CNI
$60.4B
$3.11K ﹤0.01%
+33
BBCB icon
1274
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$39.1M
$3.1K ﹤0.01%
+67
JBND icon
1275
JPMorgan Active Bond ETF
JBND
$4.22B
$3.09K ﹤0.01%
+57