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
BBH icon
1401
VanEck Biotech ETF
BBH
$385M
$1.32K ﹤0.01%
+8
LDOS icon
1402
Leidos
LDOS
$23.9B
$1.32K ﹤0.01%
+7
FRT icon
1403
Federal Realty Investment Trust
FRT
$8.39B
$1.32K ﹤0.01%
+13
BSM icon
1404
Black Stone Minerals
BSM
$3.12B
$1.31K ﹤0.01%
+100
DOX icon
1405
Amdocs
DOX
$8.4B
$1.31K ﹤0.01%
+16
HLT icon
1406
Hilton Worldwide
HLT
$63.3B
$1.3K ﹤0.01%
+5
NVCR icon
1407
NovoCure
NVCR
$1.36B
$1.29K ﹤0.01%
+100
DTE icon
1408
DTE Energy
DTE
$27.3B
$1.28K ﹤0.01%
+9
BHP icon
1409
BHP
BHP
$149B
$1.28K ﹤0.01%
+23
FLTR icon
1410
VanEck IG Floating Rate ETF
FLTR
$2.55B
$1.28K ﹤0.01%
+50
VFVA icon
1411
Vanguard US Value Factor ETF
VFVA
$736M
$1.27K ﹤0.01%
+10
RL icon
1412
Ralph Lauren
RL
$22.3B
$1.25K ﹤0.01%
+4
BKUI icon
1413
BNY Mellon Ultra Short Income ETF
BKUI
$234M
$1.25K ﹤0.01%
+25
PTGX icon
1414
Protagonist Therapeutics
PTGX
$5.6B
$1.2K ﹤0.01%
+18
VGLT icon
1415
Vanguard Long-Term Treasury ETF
VGLT
$9.78B
$1.19K ﹤0.01%
+21
UAUG icon
1416
Innovator US Equity Ultra Buffer ETF August
UAUG
$239M
$1.18K ﹤0.01%
+30
WSC icon
1417
WillScot Mobile Mini Holdings
WSC
$3.75B
$1.17K ﹤0.01%
+55
INMD icon
1418
InMode
INMD
$911M
$1.15K ﹤0.01%
+77
STM icon
1419
STMicroelectronics
STM
$23.1B
$1.13K ﹤0.01%
+40
APTV icon
1420
Aptiv
APTV
$16.5B
$1.12K ﹤0.01%
+13
CAH icon
1421
Cardinal Health
CAH
$47.2B
$1.1K ﹤0.01%
+7
ET icon
1422
Energy Transfer Partners
ET
$57.7B
$1.1K ﹤0.01%
+64
CRL icon
1423
Charles River Laboratories
CRL
$9.07B
$1.09K ﹤0.01%
+7
DASH icon
1424
DoorDash
DASH
$97B
$1.09K ﹤0.01%
+4
DXYZ
1425
Destiny Tech100
DXYZ
$379M
$1.06K ﹤0.01%
+50