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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.7K 0.01%
1,150
+100
252
$33.4K 0.01%
327
253
$33.3K 0.01%
2,191
-50
254
$33.2K 0.01%
336
+5
255
$33.1K 0.01%
883
-157
256
$33.1K 0.01%
+155
257
$32.6K 0.01%
145
-31
258
$32.6K 0.01%
707
259
$32.2K 0.01%
699
-167
260
$32.2K 0.01%
54
261
$32.2K 0.01%
1,176
-396
262
$31.3K 0.01%
10,783
-146
263
$30.8K 0.01%
503
-5
264
$30.8K 0.01%
281
-281
265
$30.7K 0.01%
607
-10
266
$30.6K 0.01%
597
+262
267
$30.1K 0.01%
1,206
+8
268
$30.1K 0.01%
1,115
-2,677
269
$29.9K 0.01%
556
-291
270
$29.9K 0.01%
171
-2
271
$29.8K 0.01%
450
-136
272
$29.4K 0.01%
94
273
$29.3K 0.01%
501
274
$29.3K 0.01%
1,213
275
$29.2K 0.01%
1,065
9 10
11
12 13