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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28.9K 0.01%
826
-3,197
252
$28.8K 0.01%
1,279
-6
253
$28.2K 0.01%
643
254
$27.8K 0.01%
400
+282
255
$27.5K 0.01%
54
+2
256
$27.5K 0.01%
508
-39
257
$27.3K 0.01%
1,065
258
$26.7K 0.01%
593
-1,649
259
$25.6K 0.01%
94
-1
260
$25.6K 0.01%
281
261
$25.3K 0.01%
124
-6
262
$25.2K 0.01%
153
-5
263
$25.1K 0.01%
173
-4
264
$24.7K 0.01%
201
265
$24.6K 0.01%
+1,482
266
$24.5K 0.01%
485
267
$24.2K 0.01%
495
-606
268
$24K 0.01%
93
269
$23.8K 0.01%
476
+396
270
$23.4K 0.01%
546
-9
271
$23.3K 0.01%
1,388
+684
272
$23.1K 0.01%
166
273
$23.1K 0.01%
1,550
+326
274
$23K 0.01%
1,101
+337
275
$22.7K 0.01%
675
9 10
11
12 13