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
$109M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$15.8M
3
+$5.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.88M
5
IYR icon
iShares US Real Estate ETF
IYR
+$4.52M

Top Sells

1
+$9.84M
2
+$8.66M
3
+$1.33M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$927K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$262K

Sector Composition

1 Technology 0.37%
2 Healthcare 0.33%
3 Financials 0.33%
4 Consumer Staples 0.29%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$510K 0.47%
3,948
-275
27
$416K 0.38%
3,805
-374
28
$398K 0.36%
3,399
-1,806
29
$368K 0.34%
25,719
30
$351K 0.32%
3,195
+86
31
$321K 0.29%
+1,496
32
$321K 0.29%
23,136
33
$211K 0.19%
6,989
+2,232
34
$197K 0.18%
5,736
+31
35
$189K 0.17%
+2,824
36
$188K 0.17%
+4,563
37
$184K 0.17%
1,241
-8
38
$175K 0.16%
+788
39
$170K 0.16%
+1,972
40
$162K 0.15%
3,962
-1,850
41
$152K 0.14%
+4,707
42
$144K 0.13%
1,669
+1
43
$126K 0.12%
+2,465
44
$125K 0.11%
+1,336
45
$117K 0.11%
+3,481
46
$116K 0.11%
+1,257
47
$116K 0.11%
+2,293
48
$113K 0.1%
+1,399
49
$108K 0.1%
+6,930
50
$107K 0.1%
+723
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