TCM

Tuttle Capital Management Portfolio holdings

AUM $24.2M
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
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
1
$42.1M 8.47%
+336,485
2
$25.8M 5.18%
+875,464
3
$21.7M 4.36%
+76,900
4
$17.6M 3.55%
+98,217
5
$13.8M 2.77%
27,536
+12,536
6
$12.7M 2.55%
142,700
+117,020
7
$9.52M 1.91%
49,596
+26,988
8
$8.58M 1.72%
72,712
+53,196
9
$8.05M 1.62%
80,761
+35,854
10
$7.91M 1.59%
+72,005
11
$7.51M 1.51%
72,283
-822
12
$7.21M 1.45%
151,936
+12,096
13
$7.08M 1.42%
134,989
-34,381
14
$7M 1.41%
79,999
-20,385
15
$5.81M 1.17%
37,193
+6,516
16
$5.73M 1.15%
41,016
-7,068
17
$5.72M 1.15%
44,079
+31,983
18
$5.7M 1.14%
+44,923
19
$5.34M 1.07%
22,694
-9,221
20
$5.21M 1.05%
+14,944
21
$4.98M 1%
+44,307
22
$4.75M 0.95%
+46,746
23
$4.74M 0.95%
88,341
+45,029
24
$4.68M 0.94%
79,600
-33,020
25
$4.5M 0.9%
+70,758
1
2 3 4 5