TCM
Tuttle Capital Management Portfolio holdings
AUM
$24.2M
This Quarter Return
+1.88%
1 Year Return
+19.63%
3 Year Return
+46.43%
5 Year Return
+68%
10 Year Return
+427.02%
AUM
$143M
AUM Growth
+$143M
(+2.3%)
Cap. Flow
+$956K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
95.84%
Holding
37
New
14
Increased
4
Reduced
7
Closed
11
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$49.4M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.59M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.22M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.17M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$25.9M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$21.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.92M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$3.32M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.22M |
Sector Composition
| 1 | Utilities | 0.12% |
| 2 | Healthcare | 0.12% |
| 3 | Technology | 0.11% |
