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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28.6K 0.01%
264
-83
277
$28.3K 0.01%
103
+19
278
$28.1K 0.01%
+15,296
279
$28K 0.01%
1,065
-25
280
$27.9K 0.01%
484
281
$27.9K 0.01%
95
282
$26.9K 0.01%
177
-33
283
$26.7K 0.01%
668
+2
284
$26.7K 0.01%
2,039
-33
285
$26.6K 0.01%
130
+1
286
$26.3K 0.01%
201
-5
287
$26K 0.01%
3,047
+761
288
$25.8K 0.01%
4,339
-6,101
289
$25.5K 0.01%
281
-182
290
$25.4K 0.01%
52
291
$25.3K 0.01%
555
-252
292
$25.2K 0.01%
371
-1,452
293
$24.8K 0.01%
485
-62
294
$24.7K 0.01%
+2,824
295
$24.6K 0.01%
338
-178
296
$24.6K 0.01%
93
-55
297
$24.5K 0.01%
652
298
$24K 0.01%
675
299
$24K 0.01%
915
300
$23.8K 0.01%
1,285
10 11
12
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