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
DXC icon
1576
DXC Technology
DXC
$2.46B
$109 ﹤0.01%
+8
JD icon
1577
JD.com
JD
$42.4B
$105 ﹤0.01%
+3
BKR icon
1578
Baker Hughes
BKR
$48.5B
$97 ﹤0.01%
+2
NE.WS.A icon
1579
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$96 ﹤0.01%
+12
FLGT icon
1580
Fulgent Genetics
FLGT
$859M
$90 ﹤0.01%
+4
DRIV icon
1581
Global X Autonomous & Electric Vehicles ETF
DRIV
$340M
$85 ﹤0.01%
+3
HAIN icon
1582
Hain Celestial
HAIN
$93.3M
$79 ﹤0.01%
+50
NOV icon
1583
NOV
NOV
$5.9B
$66 ﹤0.01%
+5
IYZ icon
1584
iShares US Telecommunications ETF
IYZ
$662M
$65 ﹤0.01%
+2
PXH icon
1585
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$51 ﹤0.01%
+2
ACHR icon
1586
Archer Aviation
ACHR
$6.31B
$48 ﹤0.01%
+5
KBWY icon
1587
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$242M
$48 ﹤0.01%
+3
BOIL icon
1588
ProShares Ultra Bloomberg Natural Gas
BOIL
$188M
$30 ﹤0.01%
+1
PLAB icon
1589
Photronics
PLAB
$1.42B
$23 ﹤0.01%
+1
CORZZ icon
1590
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.4B
$18 ﹤0.01%
+1
CRON
1591
Cronos Group
CRON
$953M
$17 ﹤0.01%
+6
DJT icon
1592
Trump Media & Technology Group
DJT
$3.18B
$16 ﹤0.01%
+1
ARR
1593
Armour Residential REIT
ARR
$1.97B
$15 ﹤0.01%
+1
IVR icon
1594
Invesco Mortgage Capital
IVR
$596M
$15 ﹤0.01%
+2
FNKO icon
1595
Funko
FNKO
$165M
$14 ﹤0.01%
+4
RMCF icon
1596
Rocky Mountain Chocolate Factory
RMCF
$12.9M
$13 ﹤0.01%
+8
APLE icon
1597
Apple Hospitality REIT
APLE
$2.75B
$12 ﹤0.01%
+1
CORZW icon
1598
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.06B
$12 ﹤0.01%
+1
WSR
1599
Whitestone REIT
WSR
$674M
$12 ﹤0.01%
+1
CEFZ
1600
RiverNorth Active Income ETF
CEFZ
$37M
$8 ﹤0.01%
+1