TCM
True Capital Management Portfolio holdings
AUM
$146M
This Quarter Return
+19.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+19%)
Cap. Flow
+$3.41M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
40.39%
Holding
134
New
13
Increased
65
Reduced
41
Closed
5
Top Buys
| 1 |
Tesla
TSLA
|
$2.21M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$354K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$337K |
| 4 |
Advanced Micro Devices
AMD
|
$293K |
| 5 |
AbbVie
ABBV
|
$271K |
Top Sells
| 1 |
Oaktree Specialty Lending
OCSL
|
$1.36M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$648K |
| 3 |
Invesco QQQ Trust
QQQ
|
$609K |
| 4 |
Palantir
PLTR
|
$234K |
| 5 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$203K |
Sector Composition
| 1 | Technology | 22.21% |
| 2 | Communication Services | 9.72% |
| 3 | Consumer Discretionary | 7.31% |
| 4 | Consumer Staples | 6.05% |
| 5 | Financials | 5.66% |
