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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.6K 0.01%
19,096
+11,641
252
$33.3K 0.01%
+681
253
$33.2K 0.01%
1,000
254
$33.1K 0.01%
586
255
$33K 0.01%
650
-407
256
$33K 0.01%
327
257
$32.9K 0.01%
540
+489
258
$32K 0.01%
+10,248
259
$31.7K 0.01%
800
260
$31.6K 0.01%
3,415
261
$31.3K 0.01%
1,967
-1,068
262
$31.1K 0.01%
547
263
$30.9K 0.01%
+1,311
264
$30.7K 0.01%
664
-62
265
$30.6K 0.01%
158
+8
266
$30.5K 0.01%
+1,369
267
$30K 0.01%
1,198
-2,761
268
$29.6K 0.01%
573
-105
269
$29.6K 0.01%
643
270
$29.5K 0.01%
+12,871
271
$29.4K 0.01%
808
272
$29K 0.01%
2,287
+259
273
$28.9K 0.01%
+500
274
$28.8K 0.01%
1,213
275
$28.7K 0.01%
279
+24
9 10
11
12 13