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
RYAAY icon
1376
Ryanair
RYAAY
$34.7B
$1.63K ﹤0.01%
+27
RNRG icon
1377
Global X Renewable Energy Producers ETF
RNRG
$26.3M
$1.62K ﹤0.01%
+51
TEM
1378
Tempus AI
TEM
$13.6B
$1.61K ﹤0.01%
+20
ZWS icon
1379
Zurn Elkay Water Solutions
ZWS
$7.84B
$1.61K ﹤0.01%
+34
FCX icon
1380
Freeport-McMoran
FCX
$64.9B
$1.57K ﹤0.01%
+40
SCHO icon
1381
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$1.56K ﹤0.01%
+64
LUMN icon
1382
Lumen
LUMN
$8.47B
$1.55K ﹤0.01%
+254
VIOO icon
1383
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.08B
$1.55K ﹤0.01%
+14
DHI icon
1384
D.R. Horton
DHI
$46.3B
$1.52K ﹤0.01%
+9
VOD icon
1385
Vodafone
VOD
$29.6B
$1.52K ﹤0.01%
+131
DOCU icon
1386
DocuSign
DOCU
$13.2B
$1.51K ﹤0.01%
+21
SU icon
1387
Suncor Energy
SU
$53.2B
$1.5K ﹤0.01%
+36
OSIS icon
1388
OSI Systems
OSIS
$4.52B
$1.5K ﹤0.01%
+6
RGTI icon
1389
Rigetti Computing
RGTI
$9.28B
$1.49K ﹤0.01%
+50
VEEV icon
1390
Veeva Systems
VEEV
$39.8B
$1.49K ﹤0.01%
+5
PHYS icon
1391
Sprott Physical Gold
PHYS
$15.4B
$1.48K ﹤0.01%
+50
KD icon
1392
Kyndryl
KD
$5.99B
$1.44K ﹤0.01%
+48
FDS icon
1393
Factset
FDS
$10.9B
$1.43K ﹤0.01%
+5
USAI icon
1394
Pacer American Energy Independence ETF
USAI
$85.9M
$1.4K ﹤0.01%
+35
SNY icon
1395
Sanofi
SNY
$120B
$1.37K ﹤0.01%
+29
HELO icon
1396
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.51B
$1.36K ﹤0.01%
+21
KRP icon
1397
Kimbell Royalty Partners
KRP
$1.2B
$1.35K ﹤0.01%
+100
TTEC icon
1398
TTEC Holdings
TTEC
$174M
$1.34K ﹤0.01%
+400
E icon
1399
ENI
E
$55.4B
$1.33K ﹤0.01%
+38
CRCL
1400
Circle Internet Group
CRCL
$20.2B
$1.33K ﹤0.01%
+10