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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71.9K 0.02%
2,676
227
$71.8K 0.02%
1,810
+1,135
228
$70.2K 0.02%
341
+44
229
$69.9K 0.02%
+544
230
$69.8K 0.02%
+1,243
231
$69.7K 0.02%
+1,329
232
$69.5K 0.02%
3,340
-772
233
$69.4K 0.02%
909
+152
234
$69.1K 0.02%
+1,681
235
$66.2K 0.02%
4,418
236
$65.7K 0.02%
+9,000
237
$65.5K 0.02%
3,657
+2,269
238
$64.6K 0.01%
3,502
-2,261
239
$64.2K 0.01%
+1,573
240
$63.9K 0.01%
1,412
241
$63.6K 0.01%
743
+179
242
$63.2K 0.01%
1,000
243
$63.2K 0.01%
1,000
244
$62.6K 0.01%
+1,960
245
$61.3K 0.01%
196
+19
246
$60.8K 0.01%
+4,135
247
$60.7K 0.01%
+1,400
248
$59K 0.01%
+1,200
249
$57.7K 0.01%
3,285
-2,030
250
$57.4K 0.01%
437
-83
8 9
10
11 12