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
$86M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.41M
3
+$6.28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.38M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.28%
2 Healthcare 9.14%
3 Industrials 5.15%
4 Financials 4.56%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.49%
+85,802
52
$401K 0.47%
+38,153
53
$399K 0.46%
+6,386
54
$396K 0.46%
+6,048
55
$391K 0.45%
+4,276
56
$372K 0.43%
+16,670
57
$356K 0.41%
+10,579
58
$355K 0.41%
+26,560
59
$341K 0.4%
+8,556
60
$339K 0.39%
+4,380
61
$338K 0.39%
+7,995
62
$335K 0.39%
+34,000
63
$331K 0.38%
+11,516
64
$328K 0.38%
+12,716
65
$325K 0.38%
+3,228
66
$321K 0.37%
+3,493
67
$317K 0.37%
+30,084
68
$304K 0.35%
+7,235
69
$301K 0.35%
+5,501
70
$297K 0.35%
+1,543
71
$296K 0.34%
+26,357
72
$295K 0.34%
+5,000
73
$294K 0.34%
+9,951
74
$286K 0.33%
+2,780
75
$282K 0.33%
+2,936
1 2
3
4 5