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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$44.2K 0.01%
4,000
277
$43.9K 0.01%
140
-56
278
$43.7K 0.01%
2,336
+100
279
$43.6K 0.01%
696
+651
280
$43K 0.01%
804
+667
281
$42.5K 0.01%
2,112
+390
282
$42.1K 0.01%
2,382
-1,275
283
$41.4K 0.01%
537
-509
284
$41.3K 0.01%
2,202
-591
285
$41.3K 0.01%
568
+214
286
$41.1K 0.01%
1,000
-400
287
$40.8K 0.01%
533
288
$40.8K 0.01%
2,170
+50
289
$40.5K 0.01%
+1,327
290
$40.3K 0.01%
782
+551
291
$40.2K 0.01%
226
+164
292
$39.8K 0.01%
883
293
$39.8K 0.01%
1,908
-1,432
294
$39.7K 0.01%
809
+153
295
$39.4K 0.01%
3,644
-358
296
$38.7K 0.01%
504
-56
297
$38.1K 0.01%
54,995
298
$38K 0.01%
207
+92
299
$37.7K 0.01%
2,665
-807
300
$37.6K 0.01%
1,021
+668
10 11
12
13 14