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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1 +$7.44M
2 +$6.68M
3 +$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1 +$29.6M
2 +$480K
3 +$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.7K 0.01%
+84
227
$18.6K 0.01%
+507
228
$18.6K 0.01%
+249
229
$18.6K 0.01%
+393
230
$18.4K 0.01%
100
231
$18.4K 0.01%
176
+3
232
$18.3K 0.01%
471
+7
233
$18.3K 0.01%
345
234
$18.2K 0.01%
+981
235
$18K 0.01%
633
+287
236
$17.9K 0.01%
70
237
$17.8K 0.01%
227
238
$17.8K 0.01%
1,355
239
$17.7K 0.01%
100
240
$17.7K 0.01%
428
-389
241
$17.4K 0.01%
+184
242
$17.2K 0.01%
179
+110
243
$17.2K 0.01%
390
244
$17.1K 0.01%
306
+24
245
$16.6K 0.01%
214
246
$16.5K 0.01%
+830
247
$16.3K 0.01%
676
248
$15.8K 0.01%
227
+202
249
$15.5K 0.01%
+373
250
$15.4K 0.01%
634
+604