TCM

Traynor Capital Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 21.96%
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.9M
3
+$2.62M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.19M
5
CRWD icon
CrowdStrike
CRWD
+$1.19M

Top Sells

1
+$3.67M
2
+$3.08M
3
+$1.94M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$948K
5
NVDA icon
NVIDIA
NVDA
+$810K

Sector Composition

1 Technology 29.5%
2 Consumer Discretionary 14.38%
3 Communication Services 13.51%
4 Healthcare 8.4%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.78M 0.72%
47,032
+1,234
27
$5.52M 0.69%
15,401
+37
28
$5.4M 0.68%
32,253
+7,117
29
$5.34M 0.67%
51,901
+2,450
30
$5.07M 0.64%
328,042
-13,189
31
$5.06M 0.63%
203,278
+3,696
32
$4.86M 0.61%
324,614
-2,808
33
$4.76M 0.6%
13,578
+478
34
$4.67M 0.59%
68,513
+38,448
35
$4.65M 0.58%
17,291
+1,044
36
$4.52M 0.57%
84,308
+22,282
37
$4M 0.5%
92,916
-3,719
38
$3.68M 0.46%
21,119
+2,155
39
$3.66M 0.46%
67,535
+2,185
40
$3.64M 0.46%
33,841
-1,068
41
$3.46M 0.43%
92,707
+9,797
42
$3.23M 0.4%
7,891
+287
43
$3.17M 0.4%
14,429
-2,391
44
$3.13M 0.39%
7,035
+829
45
$2.99M 0.37%
7,612
+1,004
46
$2.93M 0.37%
218,605
-229,938
47
$2.78M 0.35%
23,118
-30,504
48
$2.75M 0.34%
10,079
-165
49
$2.74M 0.34%
33,050
+7,160
50
$2.66M 0.33%
11,568
+288
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