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
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.55K ﹤0.01%
+28
277
$2.44K ﹤0.01%
91
278
$2.38K ﹤0.01%
+54
279
$2.38K ﹤0.01%
+17
280
$2.36K ﹤0.01%
107
281
$2.05K ﹤0.01%
20
282
$1.97K ﹤0.01%
28
-1,217
283
$1.9K ﹤0.01%
33
284
$1.87K ﹤0.01%
39
285
$1.76K ﹤0.01%
49
286
$1.71K ﹤0.01%
47
-15
287
$1.68K ﹤0.01%
100
288
$1.48K ﹤0.01%
27
289
$1.45K ﹤0.01%
14
-172
290
$1.44K ﹤0.01%
64
291
$1.26K ﹤0.01%
42
292
$1.07K ﹤0.01%
10
293
$929 ﹤0.01%
9
294
$914 ﹤0.01%
33
-1
295
$763 ﹤0.01%
20
296
$725 ﹤0.01%
8
-111
297
$722 ﹤0.01%
2
-18
298
$712 ﹤0.01%
16
299
$699 ﹤0.01%
+6
300
$484 ﹤0.01%
18
-184
10 11
12
13 14