TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
This Quarter Return
+3.45%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(+7.6%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
77.38%
Holding
1,255
New
330
Increased
222
Reduced
120
Closed
48
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$88.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$55.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$29.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$10.3M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$4.86M |
Top Sells
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Industrials | 1.48% |
| 3 | Healthcare | 1.21% |
| 4 | Energy | 1.04% |
| 5 | Financials | 0.84% |
