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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.4K 0.01%
498
-37
227
$41.1K 0.01%
1,566
-1,088
228
$40.9K 0.01%
821
-46
229
$40.8K 0.01%
8,875
-2,904
230
$40.8K 0.01%
853
+136
231
$40.7K 0.01%
950
-202
232
$40.3K 0.01%
398
+26
233
$39.7K 0.01%
1,054
-2,782
234
$39.7K 0.01%
104
235
$39.6K 0.01%
404
-225
236
$39.5K 0.01%
466
+150
237
$39.4K 0.01%
178
-32
238
$39K 0.01%
2,782
+2,176
239
$38.1K 0.01%
268
-808
240
$37.5K 0.01%
727
241
$37.5K 0.01%
505
+217
242
$37.2K 0.01%
655
-50
243
$37K 0.01%
490
-454
244
$36.6K 0.01%
2,121
-624
245
$36.3K 0.01%
4,153
+3,753
246
$36.3K 0.01%
319
247
$35.4K 0.01%
485
+362
248
$34.5K 0.01%
317
+235
249
$34K 0.01%
4,061
+1,800
250
$34K 0.01%
386
-15
8 9
10
11 12