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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.53K ﹤0.01%
+54
252
$7.49K ﹤0.01%
168
253
$7.47K ﹤0.01%
+11
254
$7.46K ﹤0.01%
320
255
$7.31K ﹤0.01%
70
-114
256
$7.31K ﹤0.01%
145
257
$7.23K ﹤0.01%
353
+253
258
$7.14K ﹤0.01%
91
259
$7.01K ﹤0.01%
100
260
$6.9K ﹤0.01%
+205
261
$6.79K ﹤0.01%
534
262
$6.75K ﹤0.01%
157
+14
263
$6.63K ﹤0.01%
66
+50
264
$6.61K ﹤0.01%
96
265
$6.55K ﹤0.01%
71
266
$6.51K ﹤0.01%
151
267
$6.5K ﹤0.01%
+25
268
$6.22K ﹤0.01%
332
269
$6.16K ﹤0.01%
100
270
$6.15K ﹤0.01%
5
271
$5.98K ﹤0.01%
+29
272
$5.91K ﹤0.01%
73
273
$5.84K ﹤0.01%
116
274
$5.76K ﹤0.01%
+30
275
$5.66K ﹤0.01%
56
9 10
11
12 13