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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36.8K ﹤0.01%
398
+98
277
$36.8K ﹤0.01%
+305
278
$36.2K ﹤0.01%
1,061
-7
279
$36.2K ﹤0.01%
410
280
$35.9K ﹤0.01%
149
281
$35.6K ﹤0.01%
+793
282
$35.5K ﹤0.01%
+952
283
$35.2K ﹤0.01%
273
-61
284
$34.9K ﹤0.01%
69
+3
285
$34.8K ﹤0.01%
327
286
$34.3K ﹤0.01%
+2,895
287
$34.3K ﹤0.01%
824
+310
288
$34.1K ﹤0.01%
4,000
289
$33.5K ﹤0.01%
+569
290
$33.3K ﹤0.01%
+1,728
291
$33.2K ﹤0.01%
2,218
+44
292
$33.1K ﹤0.01%
+3,946
293
$32.8K ﹤0.01%
+647
294
$32.6K ﹤0.01%
406
295
$32.1K ﹤0.01%
+2,105
296
$31.9K ﹤0.01%
1,454
297
$31.7K ﹤0.01%
786
+64
298
$31.4K ﹤0.01%
197
-81
299
$31.2K ﹤0.01%
50
300
$31.2K ﹤0.01%
804
10 11
12
13 14