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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.1K 0.01%
1,685
-724
227
$59.9K 0.01%
1,940
-100
228
$59.7K 0.01%
434
-306
229
$59.2K 0.01%
2,526
230
$59.2K 0.01%
+964
231
$58.5K 0.01%
3,415
232
$58.2K 0.01%
2,336
233
$58.1K 0.01%
932
+862
234
$58K 0.01%
9,702
-40
235
$57.5K 0.01%
1,598
-6
236
$57.4K 0.01%
632
-48
237
$56.8K 0.01%
22,375
238
$56.7K 0.01%
861
+270
239
$56.4K 0.01%
2,990
+1,482
240
$54.5K 0.01%
2,120
241
$53.5K 0.01%
4,418
242
$53.3K 0.01%
1,700
243
$53K 0.01%
1,019
+988
244
$50.9K 0.01%
+544
245
$50.3K 0.01%
127
-27
246
$49.9K 0.01%
+3,014
247
$49.7K 0.01%
1,517
+474
248
$49.5K 0.01%
375
249
$49.4K 0.01%
946
+79
250
$49.1K 0.01%
+1,925
8 9
10
11 12