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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.9K ﹤0.01%
+23
252
$1.88K ﹤0.01%
+32
253
$1.84K ﹤0.01%
+20
254
$1.83K ﹤0.01%
+81
255
$1.82K ﹤0.01%
+17
256
$1.81K ﹤0.01%
+8
257
$1.77K ﹤0.01%
+137
258
$1.73K ﹤0.01%
+55
259
$1.68K ﹤0.01%
+27
260
$1.6K ﹤0.01%
+10
261
$1.55K ﹤0.01%
+25
262
$1.51K ﹤0.01%
+22
263
$1.51K ﹤0.01%
+15
264
$1.47K ﹤0.01%
+35
265
$1.43K ﹤0.01%
+21
266
$1.43K ﹤0.01%
+30
267
$1.42K ﹤0.01%
+16
268
$1.3K ﹤0.01%
+13
269
$1.24K ﹤0.01%
+9
270
$1.21K ﹤0.01%
+39
271
$1.2K ﹤0.01%
+10
272
$1.2K ﹤0.01%
+10
273
$1.18K ﹤0.01%
+11
274
$1.17K ﹤0.01%
+38
275
$1.17K ﹤0.01%
+69
9 10
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