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
$264M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.52M
3
+$6.15M
4
HD icon
Home Depot
HD
+$6.1M
5
BABA icon
Alibaba
BABA
+$5.93M

Top Sells

1
+$52.3M
2
+$39.8M
3
+$28.2M
4
AMZN icon
Amazon
AMZN
+$15.8M
5
ELV icon
Elevance Health
ELV
+$13.7M

Sector Composition

1 Consumer Discretionary 12.66%
2 Financials 11.55%
3 Communication Services 10.83%
4 Technology 9.61%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-16,900
152
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-4,179
153
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-78,800
154
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-1,666
155
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-43,100
156
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-9,600
157
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-7,400
158
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-66,215
159
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-4,998
160
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-24,900
161
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-58,195
162
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-178,500
163
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-3,500
164
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-10,300
165
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-113,400
166
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-16,712
167
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-17,800
168
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-123,900
169
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-73,100
170
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-76,800
171
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-14,000
172
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-199,787
3 4 5 6
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