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
76
$280K 0.33%
+5,740
77
$278K 0.32%
+71
78
$267K 0.31%
+2,560
79
$258K 0.3%
+10,176
80
$255K 0.3%
+4,200
81
$248K 0.29%
+6,683
82
$247K 0.29%
+4,225
83
$246K 0.29%
+9,308
84
$245K 0.28%
+2,722
85
$242K 0.28%
+3,870
86
$239K 0.28%
+2,628
87
$233K 0.27%
+2,285
88
$228K 0.27%
+33,893
89
$226K 0.26%
+1
90
$225K 0.26%
+14,532
91
$221K 0.26%
+1,855
92
$220K 0.26%
+6,985
93
$210K 0.24%
+12,646
94
$208K 0.24%
+2,621
95
$201K 0.23%
+4,480
96
$200K 0.23%
+880
97
$188K 0.22%
+5,690
98
$185K 0.22%
+11,700
99
$178K 0.21%
+10,144
100
$157K 0.18%
+30,491
1 2 3
4
5