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
101
$156K 0.18%
+909
102
$145K 0.17%
+52,079
103
$136K 0.16%
+4,000
104
$119K 0.14%
+17,900
105
$117K 0.14%
+12,974
106
$98K 0.11%
+1,150
107
$92K 0.11%
+11,029
108
$87K 0.1%
+11,381
109
$57K 0.07%
+260
110
$52K 0.06%
+17,100