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
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.4K ﹤0.01%
125
+11
252
$6.23K ﹤0.01%
420
-7
253
$5.76K ﹤0.01%
352
-6
254
$5.76K ﹤0.01%
209
255
$5.52K ﹤0.01%
+120
256
$5.51K ﹤0.01%
252
257
$5.43K ﹤0.01%
+34
258
$5.08K ﹤0.01%
+45
259
$4.96K ﹤0.01%
118
+113
260
$4.96K ﹤0.01%
89
-10
261
$4.91K ﹤0.01%
346
-6
262
$4.89K ﹤0.01%
161
263
$4.84K ﹤0.01%
73
264
$4.84K ﹤0.01%
60
265
$4.55K ﹤0.01%
111
266
$4.41K ﹤0.01%
111
-4
267
$3.95K ﹤0.01%
+21
268
$3.66K ﹤0.01%
118
-190
269
$3.6K ﹤0.01%
56
+53
270
$3.41K ﹤0.01%
65
-85
271
$3.19K ﹤0.01%
27
-39
272
$3.02K ﹤0.01%
138
+10
273
$2.95K ﹤0.01%
39
274
$2.82K ﹤0.01%
107
275
$2.57K ﹤0.01%
54
9 10
11
12 13