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
101
$651K 0.08%
77,502
+13,906
102
$636K 0.08%
6,966
+119
103
$633K 0.08%
8,584
-133
104
$623K 0.08%
1,236
-257
105
$613K 0.08%
79,738
+12,728
106
$591K 0.07%
12,380
-3,577
107
$577K 0.07%
4,123
+102
108
$565K 0.07%
3,792
-378
109
$551K 0.07%
2,708
-52
110
$551K 0.07%
2,025
+169
111
$550K 0.07%
12,628
+363
112
$550K 0.07%
5,940
-9
113
$542K 0.07%
+2,306
114
$526K 0.07%
9,183
-1,905
115
$506K 0.06%
2,984
-19
116
$503K 0.06%
2,722
-569
117
$502K 0.06%
10,000
118
$499K 0.06%
9,360
+666
119
$498K 0.06%
975
+128
120
$494K 0.06%
8,992
+121
121
$490K 0.06%
3,555
+1,478
122
$474K 0.06%
3,133
+100
123
$461K 0.06%
7,935
-2,702
124
$460K 0.06%
1,108
+121
125
$453K 0.06%
1,218
3 4
5
6 7