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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55.4K 0.01%
4,138
-1,700
252
$55.3K 0.01%
692
-15
253
$54.5K 0.01%
870
+820
254
$54.4K 0.01%
385
-1,575
255
$51.9K 0.01%
1,826
+122
256
$51.1K 0.01%
864
-34
257
$50.8K 0.01%
6,727
-1,151
258
$50.6K 0.01%
249
+149
259
$49.3K 0.01%
1,700
-190
260
$48.9K 0.01%
125
-147
261
$48.8K 0.01%
620
+7
262
$48.8K 0.01%
952
263
$48.5K 0.01%
3,415
264
$48.4K 0.01%
2,708
-577
265
$48.3K 0.01%
516
+364
266
$47.7K 0.01%
375
-62
267
$47.6K 0.01%
945
268
$46.2K 0.01%
447
269
$46.2K 0.01%
2,005
+224
270
$46.2K 0.01%
394
271
$45.7K 0.01%
251
+43
272
$45.7K 0.01%
183
273
$45.7K 0.01%
104
274
$45.6K 0.01%
950
275
$44.7K 0.01%
136
+71
9 10
11
12 13