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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.4K 0.01%
2,133
+56
227
$40.4K 0.01%
793
-187
228
$40.3K 0.01%
1,632
-213
229
$40.2K 0.01%
+4,250
230
$40.1K 0.01%
1,300
231
$39.9K 0.01%
214
-146
232
$38.5K 0.01%
421
233
$38.2K 0.01%
7,784
-190
234
$38.1K 0.01%
517
-156
235
$38.1K 0.01%
361
-429
236
$38K 0.01%
+761
237
$37.3K 0.01%
623
-20
238
$37K 0.01%
736
+317
239
$36.8K 0.01%
754
+730
240
$36.3K 0.01%
1,250
+750
241
$36K 0.01%
717
+144
242
$35.3K 0.01%
5,450
+5,145
243
$35.2K 0.01%
+2,700
244
$35.2K 0.01%
201
+131
245
$35.1K 0.01%
175
246
$34.4K 0.01%
1,825
247
$34.2K 0.01%
1,074
+1,020
248
$34.2K 0.01%
2,479
+192
249
$34K 0.01%
648
-421
250
$33.8K 0.01%
648
+153
8 9
10
11 12