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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.86K ﹤0.01%
385
227
$9.64K ﹤0.01%
+750
228
$9.59K ﹤0.01%
154
-89
229
$9.55K ﹤0.01%
+252
230
$9.49K ﹤0.01%
91
231
$9.47K ﹤0.01%
186
+116
232
$9.39K ﹤0.01%
4
+3
233
$9.39K ﹤0.01%
+1,000
234
$9.3K ﹤0.01%
99
235
$9.13K ﹤0.01%
+41
236
$9.09K ﹤0.01%
+250
237
$8.95K ﹤0.01%
+23
238
$8.93K ﹤0.01%
+223
239
$8.93K ﹤0.01%
68
240
$8.92K ﹤0.01%
42
+17
241
$8.91K ﹤0.01%
27
242
$8.84K ﹤0.01%
+1,590
243
$8.79K ﹤0.01%
192
+134
244
$8.66K ﹤0.01%
80
245
$8.62K ﹤0.01%
+224
246
$8.59K ﹤0.01%
+148
247
$8.46K ﹤0.01%
45
+24
248
$8.42K ﹤0.01%
108
+2
249
$8.38K ﹤0.01%
464
250
$8.21K ﹤0.01%
15
8 9
10
11 12