TUTTLE TACTICAL MANAGEMENT

HTTP://WWW.TUTTLEFUNDS.COM RIVERSIDE, CT Investment Advisor How do I update this listing?

Tuttle Tactical Management is based out of Riverside. Tuttle Tactical Management is a large advisory firm with 12 clients and discretionary assets under management (AUM) of $209,251,074 (Form ADV from 2020-06-22). Their last reported 13F filing for Q2 2020 included $140,242,000 in managed 13F securities and a top 10 holdings concentration of 35.33%. Tuttle Tactical Management's largest holding is iShares 1-3 Year Treasury Bond ETF with shares held of 143,300. Tuttle Tactical Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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03/31/2020

13F Activity

  • Market Value $187.161 Million
  • Prior Market Value $263.924 Million
  • New Purchases42 stocks
  • Additional Purchases16 stocks
  • Sold out of64 stocks
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 59.98 %
  • Turnover % [1]:155.88%
  • Turnover Alt % [2]: 92.95 %
  • Time Held Top20:0.95 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:2.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -2.04%
Performance Last 4 Quarters: 13.59%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Belpointe Asset Management LLC
RATIONAL ADVISORS LLC

View Last Form Adv Compilation Report on Record

TUTTLE TACTICAL MANAGEMENT, LLC

  

Business Phone: 347-852-0548
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 12
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TUTTLE TACTICAL MANAGEMENT, LLC

ownership team - last updated 2020-06-22
Name Title Start Date Direct/Indirect % Ownership
TUTTLE, MATTHEW, BENJAMIN MANAGING MEMBER/CHIEF INVESTMENT OFFICER 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
PCG WEALTH ADVISORY, LLC MANAGER direct 2008-06-01
PCG WEALTH ADVISORY, LLC OWNER direct 2009-05-01
PCG ASSET MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2012-07-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2012-07-01
DEANGELIS, MARK, JOSEPH CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SICA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
AGL ASSET MANAGEMENT, LP CHIEF COMPLIANCE OFFICER direct 2018-11-01
SOUTH STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
ATRIA INVESTMENTS LLC CHIEF COMPLIANCE OFFICER direct 2018-12-01

TUTTLE TACTICAL MANAGEMENT, LLC

ownership team - last updated 2020-01-16
Name Title Start Date Direct/Indirect % Ownership

TUTTLE TACTICAL MANAGEMENT, LLC

ownership team - last updated 2019-08-07
Name Title Start Date Direct/Indirect % Ownership
TUTTLE, MATTHEW, BENJAMIN MANAGING MEMBER/CHIEF INVESTMENT OFFICER 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
PCG WEALTH ADVISORY, LLC MANAGER direct 2008-06-01
PCG WEALTH ADVISORY, LLC OWNER direct 2009-05-01
PCG ASSET MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2012-07-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2012-07-01
DEANGELIS, MARK, JOSEPH CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SICA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
AGL ASSET MANAGEMENT, LP CHIEF COMPLIANCE OFFICER direct 2018-11-01
SOUTH STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
ATRIA INVESTMENTS LLC CHIEF COMPLIANCE OFFICER direct 2018-12-01

TUTTLE TACTICAL MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
TUTTLE, MATTHEW, BENJAMIN MANAGING MEMBER/CHIEF INVESTMENT OFFICER 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
PCG WEALTH ADVISORY, LLC MANAGER direct 2008-06-01
PCG WEALTH ADVISORY, LLC OWNER direct 2009-05-01
PCG ASSET MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2012-07-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2012-07-01
DEANGELIS, MARK, JOSEPH CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SICA WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
AGL ASSET MANAGEMENT, LP CHIEF COMPLIANCE OFFICER direct 2018-11-01
SOUTH STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-11-01
ATRIA INVESTMENTS LLC CHIEF COMPLIANCE OFFICER direct 2018-12-01

TUTTLE TACTICAL MANAGEMENT, LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
TUTTLE, MATTHEW, BENJAMIN MANAGING MEMBER/CHIEF INVESTMENT OFFICER 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
TUTTLE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2005-07-01
PCG WEALTH ADVISORY, LLC MANAGER direct 2008-06-01
PCG WEALTH ADVISORY, LLC OWNER direct 2009-05-01
PCG ASSET MANAGEMENT, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-08-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2012-07-01
TUTTLE TACTICAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF INVESTMENT OFFICER direct 2012-07-01
Raimondo, Kimberley, Ann CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TUTTLE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2017-03-01
BELPOINTE ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-08-01
TUTTLE TACTICAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2017-03-01

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