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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.5K ﹤0.01%
2,500
302
$10.5K ﹤0.01%
+29
303
$10.4K ﹤0.01%
+146
304
$10.4K ﹤0.01%
65
305
$10.3K ﹤0.01%
750
306
$10.2K ﹤0.01%
+134
307
$10.2K ﹤0.01%
350
308
$10.2K ﹤0.01%
+370
309
$10.2K ﹤0.01%
137
310
$9.98K ﹤0.01%
300
311
$9.75K ﹤0.01%
154
-81
312
$9.62K ﹤0.01%
300
-155
313
$9.3K ﹤0.01%
27
314
$9.21K ﹤0.01%
+16
315
$9.2K ﹤0.01%
+384
316
$9.18K ﹤0.01%
+603
317
$9.11K ﹤0.01%
700
318
$8.91K ﹤0.01%
+27
319
$8.86K ﹤0.01%
110
320
$8.83K ﹤0.01%
102
321
$8.83K ﹤0.01%
1,000
322
$8.81K ﹤0.01%
242
323
$8.78K ﹤0.01%
38
324
$8.71K ﹤0.01%
385
325
$8.68K ﹤0.01%
476
-4,281
11 12
13
14 15