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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.23K ﹤0.01%
+110
227
$8.18K ﹤0.01%
+81
228
$8.16K ﹤0.01%
+28
229
$8.16K ﹤0.01%
547
230
$8.15K ﹤0.01%
+117
231
$8.15K ﹤0.01%
+47
232
$8.15K ﹤0.01%
531
233
$8.13K ﹤0.01%
523
234
$8.13K ﹤0.01%
+137
235
$8.11K ﹤0.01%
+23
236
$8.06K ﹤0.01%
84
237
$8.06K ﹤0.01%
+23
238
$8.04K ﹤0.01%
+58
239
$8.03K ﹤0.01%
141
-6
240
$7.99K ﹤0.01%
+12
241
$7.98K ﹤0.01%
+87
242
$7.91K ﹤0.01%
+72
243
$7.83K ﹤0.01%
+39
244
$7.82K ﹤0.01%
+20
245
$7.77K ﹤0.01%
97
246
$7.76K ﹤0.01%
+60
247
$7.75K ﹤0.01%
142
-12
248
$7.68K ﹤0.01%
464
249
$7.57K ﹤0.01%
361
250
$7.53K ﹤0.01%
124
8 9
10
11 12