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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.9K 0.01%
1,040
-14
227
$37.8K 0.01%
177
-40
228
$37.5K 0.01%
847
-57
229
$36.9K 0.01%
586
230
$36.7K 0.01%
3,415
231
$35.3K 0.01%
343
+24
232
$34.5K 0.01%
176
-2
233
$34K 0.01%
2,241
-700
234
$33.8K 0.01%
643
-7
235
$33.7K 0.01%
347
+83
236
$33.2K 0.01%
617
+44
237
$33K 0.01%
1,050
+50
238
$32.9K 0.01%
421
+371
239
$32.6K 0.01%
492
-6
240
$32.3K 0.01%
327
241
$32.1K 0.01%
2,287
242
$30.9K 0.01%
175
+134
243
$30.9K 0.01%
707
-2,671
244
$30.6K 0.01%
329
-417
245
$30.3K 0.01%
1,493
+124
246
$30.2K 0.01%
386
247
$30.1K 0.01%
1,198
248
$29.4K 0.01%
501
+11
249
$29.4K 0.01%
331
+52
250
$29K 0.01%
1,213
8 9
10
11 12