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
$311M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$355K
3 +$114K
4
MSFT icon
Microsoft
MSFT
+$74.5K
5
CMCSA icon
Comcast
CMCSA
+$69K

Sector Composition

1 Technology 1.54%
2 Industrials 1.28%
3 Energy 0.75%
4 Financials 0.63%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$11.7K ﹤0.01%
244
277
$11.6K ﹤0.01%
329
278
$11.5K ﹤0.01%
121
-1,382
279
$11.5K ﹤0.01%
101
280
$11.4K ﹤0.01%
+108
281
$11.3K ﹤0.01%
216
282
$11.3K ﹤0.01%
+68
283
$11.3K ﹤0.01%
+111
284
$11.2K ﹤0.01%
64
285
$11.1K ﹤0.01%
65
286
$11.1K ﹤0.01%
452
287
$10.9K ﹤0.01%
+96
288
$10.9K ﹤0.01%
+148
289
$10.8K ﹤0.01%
132
290
$10.8K ﹤0.01%
137
291
$10.8K ﹤0.01%
+93
292
$10.7K ﹤0.01%
+132
293
$10.7K ﹤0.01%
146
294
$10.6K ﹤0.01%
29
295
$10.5K ﹤0.01%
+305
296
$10.5K ﹤0.01%
304
+215
297
$10.4K ﹤0.01%
453
+370
298
$10.4K ﹤0.01%
750
299
$10.3K ﹤0.01%
200
-200
300
$10.2K ﹤0.01%
336