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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.02K ﹤0.01%
+24
302
$3.98K ﹤0.01%
44
303
$3.86K ﹤0.01%
65
304
$3.81K ﹤0.01%
204
-125
305
$3.74K ﹤0.01%
387
+237
306
$3.67K ﹤0.01%
30
307
$3.66K ﹤0.01%
+43
308
$3.66K ﹤0.01%
70
309
$3.65K ﹤0.01%
77
+1
310
$3.56K ﹤0.01%
155
311
$3.54K ﹤0.01%
25
312
$3.53K ﹤0.01%
134
+73
313
$3.52K ﹤0.01%
59
+2
314
$3.5K ﹤0.01%
84
315
$3.45K ﹤0.01%
67
+1
316
$3.35K ﹤0.01%
126
317
$3.28K ﹤0.01%
52
318
$3.18K ﹤0.01%
53
319
$3.08K ﹤0.01%
150
320
$2.92K ﹤0.01%
+125
321
$2.92K ﹤0.01%
+70
322
$2.88K ﹤0.01%
70
323
$2.77K ﹤0.01%
58
+1
324
$2.75K ﹤0.01%
141
325
$2.75K ﹤0.01%
55
11 12
13
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