TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.1M
3
+$10.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.16M
5
LTHM
Livent Corporation
LTHM
+$245K

Top Sells

1
+$295K
2
+$275K
3
+$215K
4
NUE icon
Nucor
NUE
+$111K
5
STLD icon
Steel Dynamics
STLD
+$91.5K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.84K ﹤0.01%
+44
252
$3.71K ﹤0.01%
70
-19
253
$3.6K ﹤0.01%
+52
254
$3.58K ﹤0.01%
+30
255
$3.55K ﹤0.01%
+76
256
$3.45K ﹤0.01%
+57
257
$3.35K ﹤0.01%
126
258
$3.35K ﹤0.01%
+25
259
$3.34K ﹤0.01%
+66
260
$3.32K ﹤0.01%
150
-180
261
$3.31K ﹤0.01%
53
+42
262
$3.17K ﹤0.01%
84
263
$3.06K ﹤0.01%
55
264
$2.99K ﹤0.01%
141
265
$2.89K ﹤0.01%
70
266
$2.76K ﹤0.01%
+81
267
$2.73K ﹤0.01%
57
-97
268
$2.6K ﹤0.01%
102
269
$2.49K ﹤0.01%
9
270
$2.42K ﹤0.01%
25
271
$2.24K ﹤0.01%
7
272
$2.18K ﹤0.01%
36
273
$2.04K ﹤0.01%
69
274
$2.01K ﹤0.01%
73
275
$1.98K ﹤0.01%
39
9 10
11
12 13