TCM
True Capital Management Portfolio holdings
AUM
$146M
1 Year Est. Return
–
AUM
$146M
AUM Growth
+$23M
(+19%)
Holding
134
Top Buys
| 1 | +$2.21M | |
| 2 | +$354K | |
| 3 | +$337K | |
| 4 |
Advanced Micro Devices
AMD
|
+$293K |
| 5 |
AbbVie
ABBV
|
+$271K |
Top Sells
| 1 | +$648K | |
| 2 | +$609K | |
| 3 | +$234K | |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$203K |
| 5 |
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
|
+$174K |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
United Parcel Service
UPS
$79.7B
| $205K | 0.14% |
+1,057
|
|
||
127
Phillips 66
PSX
$55.6B
| $202K | 0.14% |
+1,993
|
|
||
128
PayPal
PYPL
$63.9B
| $201K | 0.14% |
+2,652
|
|
||
129
Spire Global
SPIR
$347M
| $132K | 0.09% |
24,665
|
|
||
130
Cumberland Pharmaceuticals
CPIX
$41.3M
| – | – |
-12,025
|
|
||
131
CEL-SCI Corp
CVM
$56.7M
| – | – |
-413
|
|
||
|
FTHY
132
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$520M
| – | – |
-12,876
|
|
||
|
133
First Trust Dorsey Wright Focus 5 ETF
FV
$3.69B
| – | – |
-4,351
|
|
||
134
Stitch Fix
SFIX
$566M
| – | – |
-12,034
|
|