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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.2M
3 +$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1 +$295K
2 +$275K
3 +$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$5.66K ﹤0.01%
73
227
$5.41K ﹤0.01%
47
228
$5.4K ﹤0.01%
+100
229
$5.36K ﹤0.01%
56
230
$5.35K ﹤0.01%
+19
231
$5.27K ﹤0.01%
50
232
$5.11K ﹤0.01%
97
233
$5.09K ﹤0.01%
130
234
$5.01K ﹤0.01%
+18
235
$4.89K ﹤0.01%
10
236
$4.89K ﹤0.01%
20
237
$4.82K ﹤0.01%
155
238
$4.77K ﹤0.01%
218
239
$4.77K ﹤0.01%
112
240
$4.74K ﹤0.01%
20
241
$4.63K ﹤0.01%
41
242
$4.57K ﹤0.01%
86
243
$4.4K ﹤0.01%
105
244
$4.26K ﹤0.01%
69
245
$4.18K ﹤0.01%
75
246
$4.07K ﹤0.01%
+290
247
$4.06K ﹤0.01%
80
248
$4.01K ﹤0.01%
155
249
$3.9K ﹤0.01%
155
250
$3.88K ﹤0.01%
65