TCM

Tuttle Capital Management Portfolio holdings

AUM $26.4M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$21.2M
3
+$12.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.44M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.96M

Top Sells

1
+$31M
2
+$7.25M
3
+$4.03M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.74M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.13M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.27%
+24,981
27
$368K 0.22%
14,242
+710
28
– –
-6,576
29
– –
-3,985
30
– –
-41,177
31
– –
-26,327
32
– –
-1,287,786
33
– –
-182,064
34
– –
-17,940
35
– –
-74,201
36
– –
-23,406
1
2