TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.1M
3
+$10.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.16M
5
LTHM
Livent Corporation
LTHM
+$245K

Top Sells

1
+$295K
2
+$275K
3
+$215K
4
NUE icon
Nucor
NUE
+$111K
5
STLD icon
Steel Dynamics
STLD
+$91.5K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.85K ﹤0.01%
25
277
$1.76K ﹤0.01%
15
278
$1.74K ﹤0.01%
100
279
$1.72K ﹤0.01%
9
280
$1.71K ﹤0.01%
100
281
$1.71K ﹤0.01%
+150
282
$1.68K ﹤0.01%
+14
283
$1.66K ﹤0.01%
+18
284
$1.65K ﹤0.01%
10
285
$1.64K ﹤0.01%
25
+2
286
$1.64K ﹤0.01%
62
287
$1.61K ﹤0.01%
+61
288
$1.61K ﹤0.01%
44
289
$1.59K ﹤0.01%
31
-16
290
$1.52K ﹤0.01%
20
291
$1.52K ﹤0.01%
39
292
$1.52K ﹤0.01%
7
293
$1.52K ﹤0.01%
50
294
$1.51K ﹤0.01%
17
295
$1.45K ﹤0.01%
5
296
$1.43K ﹤0.01%
10
297
$1.42K ﹤0.01%
40
298
$1.42K ﹤0.01%
106
+3
299
$1.38K ﹤0.01%
21
300
$1.36K ﹤0.01%
8
10 11
12
13 14