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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.65K ﹤0.01%
+121
277
$5.62K ﹤0.01%
31
278
$5.57K ﹤0.01%
10
279
$5.48K ﹤0.01%
357
280
$5.48K ﹤0.01%
47
281
$5.3K ﹤0.01%
50
282
$4.97K ﹤0.01%
130
283
$4.87K ﹤0.01%
97
284
$4.84K ﹤0.01%
20
285
$4.81K ﹤0.01%
21
+1
286
$4.8K ﹤0.01%
155
287
$4.7K ﹤0.01%
41
288
$4.67K ﹤0.01%
33
-20
289
$4.63K ﹤0.01%
69
290
$4.55K ﹤0.01%
86
291
$4.41K ﹤0.01%
218
292
$4.27K ﹤0.01%
+26
293
$4.24K ﹤0.01%
75
294
$4.24K ﹤0.01%
12
295
$4.18K ﹤0.01%
105
296
$4.13K ﹤0.01%
290
297
$4.06K ﹤0.01%
80
298
$4.06K ﹤0.01%
145
299
$4.05K ﹤0.01%
284
300
$4.03K ﹤0.01%
155
10 11
12
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