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
EMBD icon
1351
Global X Emerging Markets Bond ETF
EMBD
$282M
$2.07K ﹤0.01%
+87
ADM icon
1352
Archer Daniels Midland
ADM
$28.4B
$2.07K ﹤0.01%
+35
SGA icon
1353
Saga Communications
SGA
$74.1M
$2.06K ﹤0.01%
+166
MDLZ icon
1354
Mondelez International
MDLZ
$70.9B
$2.06K ﹤0.01%
+33
CFG icon
1355
Citizens Financial Group
CFG
$23.8B
$2.06K ﹤0.01%
+39
LAC
1356
Lithium Americas
LAC
$1.62B
$2.03K ﹤0.01%
+356
SSYS icon
1357
Stratasys
SSYS
$773M
$2.02K ﹤0.01%
+180
JCPI icon
1358
JPMorgan Inflation Managed Bond ETF
JCPI
$812M
$2K ﹤0.01%
+41
APLD icon
1359
Applied Digital
APLD
$8.7B
$2K ﹤0.01%
+87
MCHP icon
1360
Microchip Technology
MCHP
$35.6B
$1.99K ﹤0.01%
+31
FSLR icon
1361
First Solar
FSLR
$27.6B
$1.99K ﹤0.01%
+9
SDY icon
1362
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$1.96K ﹤0.01%
+14
MJ icon
1363
Amplify Alternative Harvest ETF
MJ
$131M
$1.94K ﹤0.01%
+52
VCSH icon
1364
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.92K ﹤0.01%
+24
ADSK icon
1365
Autodesk
ADSK
$65B
$1.91K ﹤0.01%
+6
BL icon
1366
BlackLine
BL
$3.45B
$1.86K ﹤0.01%
+35
SPTI icon
1367
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.57B
$1.85K ﹤0.01%
+64
BAX icon
1368
Baxter International
BAX
$9.53B
$1.84K ﹤0.01%
+81
RTX icon
1369
RTX Corp
RTX
$229B
$1.84K ﹤0.01%
+11
DBX icon
1370
Dropbox
DBX
$7.35B
$1.78K ﹤0.01%
+59
IP icon
1371
International Paper
IP
$20.6B
$1.75K ﹤0.01%
+38
TPVG icon
1372
TriplePoint Venture Growth BDC
TPVG
$273M
$1.73K ﹤0.01%
+300
GNTX icon
1373
Gentex
GNTX
$5.08B
$1.7K ﹤0.01%
+60
PFEB icon
1374
Innovator US Equity Power Buffer ETF February
PFEB
$755M
$1.63K ﹤0.01%
+41
PI icon
1375
Impinj
PI
$4.77B
$1.63K ﹤0.01%
+9