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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.07K ﹤0.01%
80
227
$4.05K ﹤0.01%
155
228
$4.03K ﹤0.01%
75
-250
229
$3.93K ﹤0.01%
65
230
$3.88K ﹤0.01%
+400
231
$3.84K ﹤0.01%
155
232
$3.61K ﹤0.01%
100
233
$3.45K ﹤0.01%
126
234
$3.26K ﹤0.01%
63
235
$3.12K ﹤0.01%
+84
236
$2.92K ﹤0.01%
70
237
$2.79K ﹤0.01%
141
238
$2.76K ﹤0.01%
17
239
$2.66K ﹤0.01%
200
-200
240
$2.64K ﹤0.01%
102
241
$2.61K ﹤0.01%
55
242
$2.44K ﹤0.01%
47
243
$2.19K ﹤0.01%
1
244
$2.15K ﹤0.01%
9
245
$2.12K ﹤0.01%
39
246
$2.02K ﹤0.01%
36
247
$2.02K ﹤0.01%
73
248
$2.02K ﹤0.01%
+77
249
$2K ﹤0.01%
+9
250
$1.8K ﹤0.01%
25
8 9
10
11 12