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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.12K ﹤0.01%
+13
277
$1.12K ﹤0.01%
+18
278
$1.1K ﹤0.01%
+8
279
$1.07K ﹤0.01%
+61
280
$1.07K ﹤0.01%
+29
281
$1.06K ﹤0.01%
+7
282
$1.06K ﹤0.01%
+38
283
$1.05K ﹤0.01%
+46
284
$1.05K ﹤0.01%
+4
285
$1.04K ﹤0.01%
+9
286
$987 ﹤0.01%
+31
287
$956 ﹤0.01%
+37
288
$944 ﹤0.01%
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289
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290
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+40
291
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+29
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+43
294
$913 ﹤0.01%
+19
295
$909 ﹤0.01%
+26
296
$904 ﹤0.01%
+9
297
$900 ﹤0.01%
+36
298
$898 ﹤0.01%
+14
299
$895 ﹤0.01%
+19
300
$894 ﹤0.01%
+15
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