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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.5K 0.01%
1,995
-44
277
$22.5K 0.01%
715
-1,429
278
$22.5K 0.01%
652
279
$22.2K 0.01%
1,721
-246
280
$22.2K 0.01%
1,006
-1,977
281
$22.1K 0.01%
249
-572
282
$21.4K 0.01%
840
+32
283
$21.3K 0.01%
625
284
$21.3K 0.01%
42
+1
285
$21K 0.01%
419
286
$20.9K 0.01%
278
+97
287
$20.7K 0.01%
291
288
$20.6K 0.01%
700
-644
289
$20.5K 0.01%
+646
290
$20.4K 0.01%
467
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291
$20.4K 0.01%
573
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292
$20.2K 0.01%
+663
293
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144
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294
$19.7K 0.01%
440
295
$19.6K 0.01%
189
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296
$19K 0.01%
507
297
$19K 0.01%
227
298
$18.6K 0.01%
875
-100
299
$18.5K ﹤0.01%
6
300
$18.5K ﹤0.01%
676
10 11
12
13 14