TCM

Tuttle Capital Management Portfolio holdings

AUM $26.4M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$25.8M
3
+$21.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$17.6M
5
AMZN icon
Amazon
AMZN
+$10.4M

Top Sells

1
+$34M
2
+$12M
3
+$5.11M
4
WFC icon
Wells Fargo
WFC
+$4.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.17M

Sector Composition

1 Technology 13.58%
2 Consumer Discretionary 10.73%
3 Communication Services 9.84%
4 Financials 7.16%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.3%
+12,472
102
$1.49M 0.3%
+8,251
103
$1.48M 0.3%
+6,798
104
$1.47M 0.29%
+13,820
105
$1.37M 0.27%
+38,829
106
$1.31M 0.26%
+5,395
107
$1.18M 0.24%
+23,704
108
$1.1M 0.22%
+20,611
109
$1.09M 0.22%
+5,999
110
$1.04M 0.21%
+20,822
111
$1.03M 0.21%
+374
112
$1.03M 0.21%
+52,565
113
$1.02M 0.21%
+2,491
114
$1.01M 0.2%
+8,813
115
$1.01M 0.2%
+1,394
116
$1M 0.2%
+19,194
117
$1M 0.2%
12,615
+2,907
118
$983K 0.2%
+13,008
119
$940K 0.19%
+4,771
120
$938K 0.19%
43,601
-127,636
121
$841K 0.17%
+7,687
122
$837K 0.17%
+6,688
123
$829K 0.17%
+4,343
124
$821K 0.16%
29,742
-52,469
125
$820K 0.16%
+13,453
3 4
5
6 7