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 Buys

1
+$4.46M
2
+$4.36M
3
+$3.89M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.41M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.89M

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
RIGL icon
1301
Rigel Pharmaceuticals
RIGL
$888M
$2.83K ﹤0.01%
+100
CRI icon
1302
Carter's
CRI
$1.16B
$2.82K ﹤0.01%
+100
RSSB icon
1303
Return Stacked Global Stocks & Bonds ETF
RSSB
$412M
$2.82K ﹤0.01%
+100
CMBT
1304
CMB.TECH NV
CMBT
$3.14B
$2.82K ﹤0.01%
+300
WF icon
1305
Woori Financial
WF
$14.2B
$2.81K ﹤0.01%
+50
TRN icon
1306
Trinity Industries
TRN
$2.22B
$2.8K ﹤0.01%
+100
ICMB icon
1307
Investcorp Credit Management BDC
ICMB
$41.1M
$2.78K ﹤0.01%
+1,000
EC icon
1308
Ecopetrol
EC
$20.3B
$2.76K ﹤0.01%
+300
SIMS icon
1309
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$9.01M
$2.76K ﹤0.01%
+65
STRK
1310
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$613M
$2.75K ﹤0.01%
+30
HAS icon
1311
Hasbro
HAS
$11.4B
$2.73K ﹤0.01%
+36
TTMI icon
1312
TTM Technologies
TTMI
$7.62B
$2.71K ﹤0.01%
+47
BSX icon
1313
Boston Scientific
BSX
$145B
$2.64K ﹤0.01%
+27
FLO icon
1314
Flowers Foods
FLO
$2.28B
$2.61K ﹤0.01%
+200
AI icon
1315
C3.ai
AI
$2.08B
$2.6K ﹤0.01%
+150
PR icon
1316
Permian Resources
PR
$11.1B
$2.56K ﹤0.01%
+200
HIMS icon
1317
Hims & Hers Health
HIMS
$8.92B
$2.55K ﹤0.01%
+45
SKM icon
1318
SK Telecom
SKM
$7.86B
$2.51K ﹤0.01%
+116
NWBI icon
1319
Northwest Bancshares
NWBI
$1.78B
$2.48K ﹤0.01%
+200
SOUN icon
1320
SoundHound AI
SOUN
$5.36B
$2.46K ﹤0.01%
+153
RRX icon
1321
Regal Rexnord
RRX
$9.67B
$2.44K ﹤0.01%
+17
MRVL icon
1322
Marvell Technology
MRVL
$83.9B
$2.44K ﹤0.01%
+29
DECK icon
1323
Deckers Outdoor
DECK
$14.5B
$2.43K ﹤0.01%
+24
OVV icon
1324
Ovintiv
OVV
$10.7B
$2.42K ﹤0.01%
+60
MLPA icon
1325
Global X MLP ETF
MLPA
$1.84B
$2.42K ﹤0.01%
+50
51 52
53
54 55