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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56.9K 0.01%
707
252
$56.5K 0.01%
1,006
+358
253
$56.4K 0.01%
556
+80
254
$56.4K 0.01%
370
255
$56.3K 0.01%
3,741
-2,204
256
$56.1K 0.01%
3,187
-5,538
257
$55.2K 0.01%
3,390
-1,967
258
$55.1K 0.01%
1,890
-646
259
$54.2K 0.01%
7,878
-5,171
260
$54.1K 0.01%
264
+50
261
$54K 0.01%
3,415
262
$53.9K 0.01%
+8,361
263
$53.4K 0.01%
613
+300
264
$52.9K 0.01%
3,438
-2,068
265
$52.8K 0.01%
2,893
-1,689
266
$52.6K 0.01%
4,000
267
$52.4K 0.01%
2,793
+660
268
$51.9K 0.01%
+1,781
269
$51.7K 0.01%
+898
270
$51.4K 0.01%
+847
271
$51.3K 0.01%
+762
272
$51.1K 0.01%
1,010
+311
273
$51K 0.01%
2,616
274
$51K 0.01%
3,472
+365
275
$50.3K 0.01%
+61
9 10
11
12 13