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
$335M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$55.5M
3
+$29.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M

Top Sells

1
+$211M
2
+$186K
3
+$53.9K
4
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$51.3K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36.3K

Sector Composition

1 Technology 2.34%
2 Industrials 1.48%
3 Healthcare 1.21%
4 Energy 1.04%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28.3K 0.01%
484
277
$28.3K 0.01%
376
+176
278
$27.9K 0.01%
+1,725
279
$27.9K 0.01%
+996
280
$27.6K 0.01%
210
+28
281
$27.4K 0.01%
+1,250
282
$27.3K 0.01%
+800
283
$27.2K 0.01%
95
+18
284
$27.1K 0.01%
+1,216
285
$27.1K 0.01%
+561
286
$27.1K 0.01%
+808
287
$27.1K 0.01%
255
+76
288
$27.1K 0.01%
+3,838
289
$27K 0.01%
669
-54
290
$26.9K 0.01%
425
+345
291
$26.8K 0.01%
+1,075
292
$26.7K 0.01%
2,072
-21
293
$26.6K 0.01%
354
+30
294
$26.3K 0.01%
666
-46
295
$26K 0.01%
129
+25
296
$25.9K 0.01%
1,285
297
$25.5K 0.01%
139
+8
298
$25.4K 0.01%
+417
299
$25.4K 0.01%
471
+201
300
$25.3K 0.01%
+1,664
10 11
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