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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.93K ﹤0.01%
121
-102
252
$7.87K ﹤0.01%
+100
253
$7.86K ﹤0.01%
84
254
$7.8K ﹤0.01%
386
+236
255
$7.73K ﹤0.01%
141
256
$7.68K ﹤0.01%
+100
257
$7.67K ﹤0.01%
+200
258
$7.56K ﹤0.01%
361
259
$7.51K ﹤0.01%
140
+65
260
$7.45K ﹤0.01%
320
261
$7.44K ﹤0.01%
509
262
$7.4K ﹤0.01%
142
263
$7.38K ﹤0.01%
5
264
$7.21K ﹤0.01%
534
265
$7.18K ﹤0.01%
205
266
$7.16K ﹤0.01%
1,012
267
$7.08K ﹤0.01%
+15
268
$7.06K ﹤0.01%
59
+29
269
$6.98K ﹤0.01%
69
-87
270
$6.97K ﹤0.01%
531
271
$6.89K ﹤0.01%
547
272
$6.87K ﹤0.01%
523
273
$6.8K ﹤0.01%
54
274
$6.75K ﹤0.01%
+23
275
$6.73K ﹤0.01%
27
9 10
11
12 13