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
ESNT icon
1476
Essent Group
ESNT
$5.98B
$572 ﹤0.01%
+9
VRTS icon
1477
Virtus Investment Partners
VRTS
$1.09B
$570 ﹤0.01%
+3
MTCH icon
1478
Match Group
MTCH
$8.15B
$565 ﹤0.01%
+16
BBAX icon
1479
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.53B
$563 ﹤0.01%
+10
ASX icon
1480
ASE Group
ASX
$33.2B
$555 ﹤0.01%
+50
GROW icon
1481
US Global Investors
GROW
$31.1M
$550 ﹤0.01%
+200
HST icon
1482
Host Hotels & Resorts
HST
$11.9B
$545 ﹤0.01%
+32
ATMU icon
1483
Atmus Filtration Technologies
ATMU
$4.26B
$541 ﹤0.01%
+12
UGRO icon
1484
urban-gro
UGRO
$2.89M
$536 ﹤0.01%
+1,300
FDLO icon
1485
Fidelity Low Volatility Factor ETF
FDLO
$1.5B
$527 ﹤0.01%
+8
RITM icon
1486
Rithm Capital
RITM
$6.28B
$513 ﹤0.01%
+45
WING icon
1487
Wingstop
WING
$7.16B
$503 ﹤0.01%
+2
SAIC icon
1488
Saic
SAIC
$4.63B
$497 ﹤0.01%
+5
BLV icon
1489
Vanguard Long-Term Bond ETF
BLV
$5.78B
$496 ﹤0.01%
+7
STE icon
1490
Steris
STE
$25.8B
$495 ﹤0.01%
+2
IMSR
1491
Terrestrial Energy
IMSR
$761M
$492 ﹤0.01%
+30
HUT
1492
Hut 8
HUT
$4.58B
$487 ﹤0.01%
+14
BR icon
1493
Broadridge
BR
$27.1B
$476 ﹤0.01%
+2
EW icon
1494
Edwards Lifesciences
EW
$50B
$467 ﹤0.01%
+6
ITRN icon
1495
Ituran Location and Control
ITRN
$817M
$464 ﹤0.01%
+13
WEC icon
1496
WEC Energy
WEC
$34.4B
$458 ﹤0.01%
+4
JVA icon
1497
Coffee Holding Co
JVA
$20.4M
$457 ﹤0.01%
+100
DTM icon
1498
DT Midstream
DTM
$12.4B
$456 ﹤0.01%
+4
CAE icon
1499
CAE Inc
CAE
$8.8B
$445 ﹤0.01%
+15
XHB icon
1500
State Street SPDR S&P Homebuilders ETF
XHB
$1.68B
$443 ﹤0.01%
+4