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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.9K ﹤0.01%
644
+55
277
$11.9K ﹤0.01%
482
-33
278
$11.8K ﹤0.01%
58
+8
279
$11.8K ﹤0.01%
101
280
$11.8K ﹤0.01%
+277
281
$11.8K ﹤0.01%
+244
282
$11.7K ﹤0.01%
147
+94
283
$11.7K ﹤0.01%
64
284
$11.6K ﹤0.01%
+329
285
$11.5K ﹤0.01%
133
+65
286
$11.3K ﹤0.01%
1,354
287
$11.3K ﹤0.01%
+132
288
$11.2K ﹤0.01%
6
+3
289
$11.2K ﹤0.01%
275
290
$11.2K ﹤0.01%
581
+39
291
$11.1K ﹤0.01%
140
292
$11.1K ﹤0.01%
216
293
$11.1K ﹤0.01%
452
294
$11.1K ﹤0.01%
192
+65
295
$11K ﹤0.01%
55
+1
296
$11K ﹤0.01%
+131
297
$11K ﹤0.01%
514
298
$11K ﹤0.01%
287
+216
299
$10.9K ﹤0.01%
375
300
$10.7K ﹤0.01%
+336
10 11
12
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