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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.77K ﹤0.01%
+7
252
$1.7K ﹤0.01%
39
253
$1.69K ﹤0.01%
+16
254
$1.68K ﹤0.01%
15
255
$1.65K ﹤0.01%
69
256
$1.57K ﹤0.01%
23
+1
257
$1.56K ﹤0.01%
9
258
$1.52K ﹤0.01%
13
259
$1.51K ﹤0.01%
50
260
$1.51K ﹤0.01%
20
261
$1.5K ﹤0.01%
+17
262
$1.49K ﹤0.01%
100
263
$1.48K ﹤0.01%
10
264
$1.47K ﹤0.01%
103
265
$1.44K ﹤0.01%
+16
266
$1.43K ﹤0.01%
5
267
$1.43K ﹤0.01%
44
268
$1.42K ﹤0.01%
21
269
$1.39K ﹤0.01%
7
270
$1.33K ﹤0.01%
10
271
$1.3K ﹤0.01%
12
272
$1.27K ﹤0.01%
8
273
$1.25K ﹤0.01%
40
274
$1.24K ﹤0.01%
61
275
$1.23K ﹤0.01%
11
9 10
11
12 13