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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$6.07M
3 +$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1 +$422K
2 +$366K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6.73K ﹤0.01%
334
-816
277
$6.66K ﹤0.01%
176
-206
278
$6.65K ﹤0.01%
91
+73
279
$6.55K ﹤0.01%
+119
280
$6.48K ﹤0.01%
96
281
$6.46K ﹤0.01%
29
282
$6.46K ﹤0.01%
48
+24
283
$6.43K ﹤0.01%
106
+85
284
$6.42K ﹤0.01%
63
+51
285
$6.39K ﹤0.01%
+127
286
$6.31K ﹤0.01%
+453
287
$6.27K ﹤0.01%
71
288
$6.26K ﹤0.01%
+900
289
$6.19K ﹤0.01%
68
+57
290
$6.14K ﹤0.01%
+13
291
$6.04K ﹤0.01%
+250
292
$6.03K ﹤0.01%
47
293
$6.01K ﹤0.01%
151
294
$5.58K ﹤0.01%
121
295
$5.55K ﹤0.01%
+51
296
$5.54K ﹤0.01%
80
-200
297
$5.44K ﹤0.01%
98
+45
298
$5.43K ﹤0.01%
357
299
$5.37K ﹤0.01%
+73
300
$5.37K ﹤0.01%
+44