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
$143M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$6M
3
+$1.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.22M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.17M

Top Sells

1
+$25.9M
2
+$21.4M
3
+$3.92M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.32M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.22M

Sector Composition

1 Utilities 0.12%
2 Healthcare 0.12%
3 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$130K 0.09%
1,236
-3,241
27
– –
-4,679
28
– –
-13,990
29
– –
-17,546
30
– –
-22,212
31
– –
-83,820
32
– –
-52,394
33
– –
-212,224
34
– –
-8,254
35
– –
-83,784
36
– –
-2,640
37
– –
-877
1
2