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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.22K ﹤0.01%
9
277
$1.2K ﹤0.01%
18
278
$1.19K ﹤0.01%
27
279
$1.19K ﹤0.01%
12
280
$1.19K ﹤0.01%
12
-83
281
$1.18K ﹤0.01%
8
282
$1.18K ﹤0.01%
62
283
$1.17K ﹤0.01%
13
284
$1.17K ﹤0.01%
9
285
$1.16K ﹤0.01%
4
286
$1.14K ﹤0.01%
61
287
$1.14K ﹤0.01%
47
288
$1.14K ﹤0.01%
18
289
$1.1K ﹤0.01%
11
290
$1.07K ﹤0.01%
26
291
$1.05K ﹤0.01%
+61
292
$1.04K ﹤0.01%
38
293
$1.03K ﹤0.01%
31
294
$1.02K ﹤0.01%
19
295
$1.01K ﹤0.01%
25
296
$974 ﹤0.01%
79
297
$971 ﹤0.01%
42
298
$970 ﹤0.01%
68
299
$967 ﹤0.01%
16
300
$960 ﹤0.01%
12
10 11
12
13 14