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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14.5K ﹤0.01%
200
252
$14.2K ﹤0.01%
1,000
253
$14.2K ﹤0.01%
262
+1
254
$14K ﹤0.01%
118
255
$14K ﹤0.01%
+194
256
$13.6K ﹤0.01%
60
+40
257
$13.6K ﹤0.01%
270
258
$13.3K ﹤0.01%
84
259
$13.2K ﹤0.01%
+886
260
$13.1K ﹤0.01%
125
261
$13.1K ﹤0.01%
54
+1
262
$12.8K ﹤0.01%
794
263
$12.8K ﹤0.01%
360
+48
264
$12.6K ﹤0.01%
+418
265
$12.6K ﹤0.01%
+241
266
$12.6K ﹤0.01%
143
+100
267
$12.6K ﹤0.01%
209
+1
268
$12.5K ﹤0.01%
610
269
$12.4K ﹤0.01%
516
+16
270
$12.4K ﹤0.01%
+699
271
$12.4K ﹤0.01%
+323
272
$12.2K ﹤0.01%
1,177
273
$12K ﹤0.01%
379
+124
274
$12K ﹤0.01%
+213
275
$12K ﹤0.01%
264
+6
9 10
11
12 13