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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.2K 0.02%
+3,437
227
$70.1K 0.02%
318
-85
228
$69.4K 0.02%
2,676
229
$69.1K 0.02%
2,888
+927
230
$69K 0.02%
354
+345
231
$68.3K 0.01%
704
-4,010
232
$68.3K 0.01%
1,408
-200
233
$68.3K 0.01%
+2,097
234
$66.7K 0.01%
507
+206
235
$66.4K 0.01%
4,418
236
$65.3K 0.01%
415
+45
237
$64.7K 0.01%
+3,231
238
$64.5K 0.01%
1,000
239
$64.4K 0.01%
659
-697
240
$63.8K 0.01%
+2,329
241
$63.7K 0.01%
2,562
-465
242
$63.5K 0.01%
1,507
+1,307
243
$63.5K 0.01%
1,000
244
$63.4K 0.01%
1,966
+6
245
$62.7K 0.01%
1,604
+503
246
$61.6K 0.01%
519
+507
247
$61.3K 0.01%
556
248
$60.9K 0.01%
237
-4
249
$59.2K 0.01%
1,028
-727
250
$56.6K 0.01%
1,740
+865
8 9
10
11 12