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
151
$450K 0.09%
4,447
-35,922
152
$443K 0.09%
+9,847
153
$395K 0.08%
+2,580
154
$378K 0.08%
+3,748
155
$366K 0.07%
+5,951
156
$362K 0.07%
+3,479
157
$357K 0.07%
+1,789
158
$357K 0.07%
+1,747
159
$350K 0.07%
+1,060
160
$349K 0.07%
+2,825
161
$348K 0.07%
+1,139
162
$347K 0.07%
+4,223
163
$345K 0.07%
+8,340
164
$278K 0.06%
+2,383
165
$278K 0.06%
+5,605
166
– –
-29,967
167
– –
-10,353
168
– –
-33,826
169
– –
-47,425
170
– –
-4,200
171
– –
-2,300
172
– –
-20,403
173
– –
-19,900
174
– –
-138,766
175
– –
-57,866
5 6
7
8 9