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
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.4K ﹤0.01%
312
-74
227
$11.2K ﹤0.01%
1,151
228
$10.9K ﹤0.01%
142
-1,158
229
$10.8K ﹤0.01%
181
230
$10.5K ﹤0.01%
124
231
$10.5K ﹤0.01%
113
-15
232
$10.3K ﹤0.01%
93
-1
233
$10.1K ﹤0.01%
324
234
$9.84K ﹤0.01%
237
235
$9.78K ﹤0.01%
159
236
$9.68K ﹤0.01%
165
237
$9.58K ﹤0.01%
48
238
$9.5K ﹤0.01%
368
-10
239
$8.9K ﹤0.01%
289
240
$8.67K ﹤0.01%
32
241
$8.58K ﹤0.01%
380
242
$8.56K ﹤0.01%
113
+83
243
$8.39K ﹤0.01%
339
+28
244
$8.25K ﹤0.01%
105
245
$7.94K ﹤0.01%
198
-14
246
$7.54K ﹤0.01%
792
+546
247
$7.12K ﹤0.01%
156
248
$6.99K ﹤0.01%
50
249
$6.85K ﹤0.01%
28
250
$6.66K ﹤0.01%
184
8 9
10
11 12