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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48.3K 0.01%
457
+10
252
$47.4K 0.01%
4,207
-1,916
253
$47.2K 0.01%
111
+14
254
$47.1K 0.01%
1,787
+2
255
$46.7K 0.01%
594
+57
256
$45.4K ﹤0.01%
+1,782
257
$44.6K ﹤0.01%
123
258
$44.2K ﹤0.01%
224
-13
259
$44.1K ﹤0.01%
133
+3
260
$44K ﹤0.01%
+312
261
$43.6K ﹤0.01%
104
262
$43.2K ﹤0.01%
+195
263
$42.6K ﹤0.01%
202
+111
264
$42.6K ﹤0.01%
226
+61
265
$41.9K ﹤0.01%
533
266
$41.5K ﹤0.01%
687
+17
267
$39.4K ﹤0.01%
2,060
-52
268
$39.1K ﹤0.01%
+239
269
$39.1K ﹤0.01%
163
270
$38.4K ﹤0.01%
2,518
271
$38.4K ﹤0.01%
1,518
+1,504
272
$37.9K ﹤0.01%
475
+20
273
$37.3K ﹤0.01%
211
+144
274
$36.9K ﹤0.01%
767
+204
275
$36.9K ﹤0.01%
438
9 10
11
12 13