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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.36K ﹤0.01%
8
302
$1.34K ﹤0.01%
16
303
$1.29K ﹤0.01%
12
304
$1.28K ﹤0.01%
4
305
$1.26K ﹤0.01%
12
306
$1.24K ﹤0.01%
9
307
$1.23K ﹤0.01%
26
308
$1.22K ﹤0.01%
8
309
$1.21K ﹤0.01%
18
310
$1.2K ﹤0.01%
61
311
$1.19K ﹤0.01%
61
312
$1.17K ﹤0.01%
27
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$1.17K ﹤0.01%
11
314
$1.16K ﹤0.01%
47
315
$1.15K ﹤0.01%
19
-261
316
$1.13K ﹤0.01%
12
317
$1.13K ﹤0.01%
11
318
$1.11K ﹤0.01%
9
319
$1.09K ﹤0.01%
13
320
$1.07K ﹤0.01%
68
321
$1.05K ﹤0.01%
16
322
$1.05K ﹤0.01%
18
323
$1.05K ﹤0.01%
42
324
$1.03K ﹤0.01%
38
325
$997 ﹤0.01%
25
11 12
13
14 15