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
$24.2M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$651K
3
+$496K
4
MBAV
M3-Brigade Acquisition V Corp
MBAV
+$437K
5
META icon
Meta Platforms (Facebook)
META
+$426K

Top Sells

1
+$617K
2
+$555K
3
+$531K
4
NTWOU
Newbury Street II Acquisition Corp Unit
NTWOU
+$454K
5
HONDU
HCM II Acquisition Corp Unit
HONDU
+$430K

Sector Composition

1 Financials 35.62%
2 Industrials 11.36%
3 Technology 8.64%
4 Real Estate 8.09%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLMKU
76
Plum Acquisition Corp IV Unit
PLMKU
$193M
– –
-40,000
HVIIU
77
Hennessy Capital Investment Corp VII Unit
HVIIU
– –
-30,000
SVCCU
78
Stellar V Capital Corp Unit
SVCCU
– –
-40,000
KFIIU
79
K&F Growth Acquisition Corp II Unit
KFIIU
– –
-20,000
NHICU
80
NewHold Investment Corp III Units
NHICU
– –
-10,000
GSHRU
81
Gesher Acquisition Corp II Units
GSHRU
– –
-10,000
FVNNU
82
Future Vision II Acquisition Corp Units
FVNNU
– –
-40,000
1 2 3
4