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
51
$106K 0.1%
+3,644
52
$103K 0.09%
+842
53
– –
-120,432
54
– –
-31,995
55
– –
-173,005
56
– –
-65,930
57
– –
-12,030
58
– –
-19,578
59
– –
-4,137
1 2
3