TAM

Tucker Asset Management Portfolio holdings

AUM $332M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.09K ﹤0.01%
+155
227
$3.89K ﹤0.01%
+20
228
$3.86K ﹤0.01%
+155
229
$3.8K ﹤0.01%
+155
230
$3.5K ﹤0.01%
+126
231
$3.45K ﹤0.01%
+75
232
$3.06K ﹤0.01%
+64
233
$2.61K ﹤0.01%
+50
234
$2.44K ﹤0.01%
+100
235
$2.44K ﹤0.01%
+74
236
$2.23K ﹤0.01%
+1
237
$2.22K ﹤0.01%
+50
238
$2.19K ﹤0.01%
+89
239
$2.12K ﹤0.01%
+90
240
$2.11K ﹤0.01%
+25
241
$2.04K ﹤0.01%
+73
242
$2.03K ﹤0.01%
+65
243
$1.96K ﹤0.01%
+77
244
$1.96K ﹤0.01%
+30
245
$1.95K ﹤0.01%
+39
246
$1.95K ﹤0.01%
+52
247
$1.94K ﹤0.01%
+33
248
$1.94K ﹤0.01%
+17
249
$1.93K ﹤0.01%
+103
250
$1.92K ﹤0.01%
+36
8 9
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