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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.3K ﹤0.01%
+12
302
$5.23K ﹤0.01%
130
303
$5.2K ﹤0.01%
53
+39
304
$5.19K ﹤0.01%
+221
305
$5.19K ﹤0.01%
+120
306
$5.15K ﹤0.01%
34
+27
307
$5.04K ﹤0.01%
17
308
$4.99K ﹤0.01%
50
309
$4.94K ﹤0.01%
112
-226
310
$4.78K ﹤0.01%
+150
311
$4.62K ﹤0.01%
90
-55
312
$4.59K ﹤0.01%
56
313
$4.53K ﹤0.01%
97
314
$4.51K ﹤0.01%
+68
315
$4.48K ﹤0.01%
26
316
$4.47K ﹤0.01%
+113
317
$4.46K ﹤0.01%
145
318
$4.46K ﹤0.01%
+21
319
$4.41K ﹤0.01%
+25
320
$4.34K ﹤0.01%
290
321
$4.33K ﹤0.01%
9
-428
322
$4.31K ﹤0.01%
218
323
$4.13K ﹤0.01%
+36
324
$4.07K ﹤0.01%
43
325
$4.03K ﹤0.01%
+1,200
11 12
13
14 15