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
$335M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$55.5M
3
+$29.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M

Top Sells

1
+$211M
2
+$186K
3
+$53.9K
4
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$51.3K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36.3K

Sector Composition

1 Technology 2.34%
2 Industrials 1.48%
3 Healthcare 1.21%
4 Energy 1.04%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34.9K 0.01%
+2,075
252
$34.6K 0.01%
372
-6
253
$34K 0.01%
586
254
$33.9K 0.01%
+781
255
$33.7K 0.01%
+1,317
256
$33.7K 0.01%
717
+82
257
$33.6K 0.01%
+350
258
$33.2K 0.01%
327
-2
259
$33.2K 0.01%
807
-6
260
$32.8K 0.01%
726
-380
261
$32.4K 0.01%
547
-257
262
$32.3K 0.01%
401
+35
263
$31.7K 0.01%
+1,660
264
$31.3K 0.01%
319
+60
265
$30.9K 0.01%
+9,321
266
$30.7K 0.01%
150
+62
267
$30.3K 0.01%
335
268
$30.2K 0.01%
+860
269
$29.9K 0.01%
282
+265
270
$29.9K 0.01%
643
+297
271
$29.3K 0.01%
239
+189
272
$28.9K 0.01%
547
273
$28.7K 0.01%
1,090
274
$28.4K 0.01%
586
+220
275
$28.3K 0.01%
1,213
9 10
11
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