TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
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
+$15.4M
2
+$15.1M
3
+$10.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.16M
5
LTHM
Livent Corporation
LTHM
+$245K

Top Sells

1
+$295K
2
+$275K
3
+$215K
4
NUE icon
Nucor
NUE
+$111K
5
STLD icon
Steel Dynamics
STLD
+$91.5K

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
$1.34K ﹤0.01%
16
302
$1.29K ﹤0.01%
12
303
$1.28K ﹤0.01%
4
304
$1.26K ﹤0.01%
12
305
$1.24K ﹤0.01%
9
306
$1.23K ﹤0.01%
26
307
$1.22K ﹤0.01%
8
308
$1.21K ﹤0.01%
18
309
$1.2K ﹤0.01%
61
310
$1.19K ﹤0.01%
61
311
$1.17K ﹤0.01%
27
312
$1.17K ﹤0.01%
11
313
$1.16K ﹤0.01%
47
314
$1.15K ﹤0.01%
19
-261
315
$1.13K ﹤0.01%
12
316
$1.13K ﹤0.01%
11
317
$1.11K ﹤0.01%
9
318
$1.09K ﹤0.01%
13
319
$1.07K ﹤0.01%
68
320
$1.05K ﹤0.01%
16
321
$1.05K ﹤0.01%
18
322
$1.05K ﹤0.01%
42
323
$1.03K ﹤0.01%
38
324
$997 ﹤0.01%
25
325
$971 ﹤0.01%
20
-125
11 12
13
14 15