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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29.1K 0.01%
661
+555
277
$28.9K 0.01%
201
278
$28K 0.01%
114
-10
279
$27.1K 0.01%
1,279
280
$27K 0.01%
+1,046
281
$27K 0.01%
186
+162
282
$26.9K 0.01%
+742
283
$26.5K 0.01%
+202
284
$26.2K 0.01%
309
-282
285
$26.1K 0.01%
1,482
286
$26.1K 0.01%
121
-32
287
$26K 0.01%
163
-3
288
$25.8K 0.01%
313
-73
289
$25.7K 0.01%
390
290
$25.4K 0.01%
675
291
$25.1K 0.01%
507
-39
292
$24.5K 0.01%
+340
293
$24.5K 0.01%
398
-94
294
$24.5K 0.01%
421
-400
295
$24.3K 0.01%
258
+9
296
$24.1K 0.01%
1,388
297
$23.6K 0.01%
+796
298
$23.5K 0.01%
715
299
$23.4K 0.01%
480
300
$23.2K 0.01%
291
10 11
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