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
126
$818K 0.16%
+9,642
127
$812K 0.16%
+4,230
128
$811K 0.16%
+16,833
129
$808K 0.16%
+15,609
130
$808K 0.16%
+17,248
131
$800K 0.16%
+13,127
132
$799K 0.16%
+19,389
133
$797K 0.16%
+7,289
134
$795K 0.16%
+25,892
135
$794K 0.16%
22,192
-38,794
136
$783K 0.16%
+8,223
137
$712K 0.14%
+30,060
138
$696K 0.14%
+8,048
139
$659K 0.13%
+5,905
140
$652K 0.13%
+4,159
141
$648K 0.13%
+9,089
142
$511K 0.1%
+2,910
143
$511K 0.1%
+5,490
144
$508K 0.1%
+2,975
145
$491K 0.1%
+16,837
146
$491K 0.1%
+18,976
147
$489K 0.1%
+6,024
148
$483K 0.1%
+2,627
149
$475K 0.1%
5,641
-23,237
150
$454K 0.09%
+2,611
4 5
6
7 8