TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
This Quarter Return
+5.92%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+17%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
9.49%
Top 10 Holdings %
Top 10 Hldgs %
95.39%
Holding
378
New
36
Increased
61
Reduced
58
Closed
32
Top Buys
Top Sells
| 1 |
Southwest Airlines
LUV
|
$270K |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$250K |
| 3 |
SRG
Seritage Growth Properties
SRG
|
$247K |
| 4 |
Micron Technology
MU
|
$244K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$244K |
Sector Composition
| 1 | Industrials | 1.07% |
| 2 | Technology | 0.85% |
| 3 | Consumer Discretionary | 0.54% |
| 4 | Financials | 0.44% |
| 5 | Materials | 0.37% |
