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
$141M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$877K
3
+$863K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$728K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$564K

Top Sells

1
+$1.28M
2
+$470K
3
+$261K
4
VTRS icon
Viatris
VTRS
+$239K
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$222K

Sector Composition

1 Communication Services 10.18%
2 Technology 10.14%
3 Healthcare 8.29%
4 Consumer Discretionary 6.27%
5 Energy 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.29%
+8,091
77
$405K 0.29%
79,392
-874
78
$399K 0.28%
3,758
-477
79
$393K 0.28%
3,839
+606
80
$380K 0.27%
7,357
-790
81
$377K 0.27%
25,778
-1,072
82
$369K 0.26%
20,130
-1,044
83
$360K 0.25%
10,162
+7
84
$357K 0.25%
23,833
85
$352K 0.25%
23,540
+1,875
86
$342K 0.24%
5,461
+842
87
$335K 0.24%
13,005
+549
88
$334K 0.24%
10,740
89
$331K 0.23%
9,746
-2,707
90
$324K 0.23%
2,332
-32
91
$318K 0.22%
3,085
+209
92
$318K 0.22%
4,181
-679
93
$318K 0.22%
3,798
+823
94
$303K 0.21%
6,076
+5
95
$298K 0.21%
28,532
+9,833
96
$295K 0.21%
9,171
-413
97
$277K 0.2%
6,428
-144
98
$276K 0.2%
3,273
+342
99
$268K 0.19%
6,511
-1,579
100
$266K 0.19%
2,800
+108
2 3
4
5 6