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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$893 ﹤0.01%
+18
302
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+23
303
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304
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305
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+100
306
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307
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308
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309
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310
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321
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+42
325
$769 ﹤0.01%
+15
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