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TCM
Tuttle Capital Management Portfolio holdings
AUM
$60.8M
1-Year Est. Return
17.47%
This Fund
S&P 500
This Quarter
Est. Return
-1.84%
1 Year Est. Return
+17.47%
3 Year Est. Return
+44.49%
5 Year Est. Return
+58.36%
10 Year Est. Return
+446.7%
AUM
$60.8M
AUM Growth
+$15.6M
(+35%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
28.52%
Top 10 Holdings %
Top 10 Hldgs %
27.21%
Holding
182
New
81
Increased
7
Reduced
2
Closed
58
Top Buys
| 1 |
Tesla
TSLA
|
+$2.53M |
| 2 |
NVIDIA
NVDA
|
+$2.46M |
| 3 |
Meta Platforms (Facebook)
META
|
+$2.4M |
| 4 |
Palantir
PLTR
|
+$2.34M |
| 5 |
Oracle
ORCL
|
+$1.39M |
Top Sells
| 1 |
TSMC
TSM
|
+$5.77M |
| 2 |
Pinduoduo
PDD
|
+$1.01M |
| 3 |
TransDigm Group
TDG
|
+$787K |
| 4 |
ASE Group
ASX
|
+$728K |
| 5 |
HDFC Bank
HDB
|
+$694K |
Sector Composition
| 1 | Technology | 26.26% |
| 2 | Financials | 16.28% |
| 3 | Industrials | 14.58% |
| 4 | Communication Services | 8.55% |
| 5 | Consumer Discretionary | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Morgan Stanley
MS
$359B
| $710K | 1.17% |
4,317
| – | – |
|
27
Danaher
DHR
$141B
| $708K | 1.16% |
3,736
+384
| +11% | +$81.8K |
|
28
Cloudflare
NET
$100B
| $707K | 1.16% |
+3,426
| New | +$653K |
|
29
JPMorgan Chase
JPM
$919B
| $703K | 1.16% |
2,391
| – | – |
|
30
Alphabet (Google) Class C
GOOG
$4.36T
| $701K | 1.15% |
2,445
| – | – |
|
31
Northrop Grumman
NOC
$75.1B
| $699K | 1.15% |
+1,024
| New | +$708K |
|
32
Amazon
AMZN
$2.66T
| $689K | 1.13% |
3,308
| – | – |
|
33
Brookfield
BN
$107B
| $681K | 1.12% |
16,830
| – | – |
|
34
Mastercard
MA
$475B
| $674K | 1.11% |
1,349
| – | – |
|
35
Blackstone
BX
$152B
| $667K | 1.1% |
+5,798
| New | +$754K |
|
36
Blackrock
BLK
$159B
| $665K | 1.09% |
+691
| New | +$727K |
|
37
Eli Lilly
LLY
$1.03T
| $659K | 1.08% |
716
| – | – |
|
38
Visa
V
$677B
| $657K | 1.08% |
2,175
| – | – |
|
39
Fortinet
FTNT
$122B
| $612K | 1.01% |
+7,491
| New | +$605K |
|
40
Arista Networks
ANET
$230B
| $607K | 1% |
+4,942
| New | +$661K |
|
41
Microsoft
MSFT
$2.86T
| $592K | 0.97% |
1,600
| – | – |
|
42
Applovin
APP
$151B
| $577K | 0.95% |
+1,450
| New | +$701K |
|
43
ConocoPhillips
COP
$136B
| $566K | 0.93% |
+4,288
| New | +$475K |
|
44
Capital One
COF
$126B
| $529K | 0.87% |
+2,897
| New | +$606K |
|
45
Eaton
ETN
$161B
| $516K | 0.85% |
+1,443
| New | +$514K |
|
46
L3Harris
LHX
$54B
| $508K | 0.84% |
+1,473
| New | +$515K |
|
47
Palo Alto Networks
PANW
$288B
| $485K | 0.8% |
+3,026
| New | +$508K |
|
48
General Dynamics
GD
$99.9B
| $472K | 0.78% |
+1,375
| New | +$488K |
|
49
Dell
DELL
$296B
| $468K | 0.77% |
+2,850
| New | +$380K |
|
|
AXON
50
Axon Enterprise
AXON
$44.1B
| $429K | 0.7% |
+1,009
| New | +$524K |
|
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