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
$311M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$355K
3 +$114K
4
MSFT icon
Microsoft
MSFT
+$74.5K
5
CMCSA icon
Comcast
CMCSA
+$69K

Sector Composition

1 Technology 1.54%
2 Industrials 1.28%
3 Energy 0.75%
4 Financials 0.63%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10.2K ﹤0.01%
350
302
$10.2K ﹤0.01%
581
303
$10.1K ﹤0.01%
300
304
$10.1K ﹤0.01%
16
305
$10K ﹤0.01%
134
306
$10K ﹤0.01%
213
307
$10K ﹤0.01%
396
-2,937
308
$9.96K ﹤0.01%
250
309
$9.95K ﹤0.01%
140
310
$9.83K ﹤0.01%
102
311
$9.7K ﹤0.01%
154
312
$9.54K ﹤0.01%
915
313
$9.45K ﹤0.01%
300
314
$9.45K ﹤0.01%
275
315
$9.41K ﹤0.01%
242
316
$9.27K ﹤0.01%
27
317
$9.21K ﹤0.01%
370
318
$8.92K ﹤0.01%
38
319
$8.91K ﹤0.01%
54
320
$8.88K ﹤0.01%
416
-98
321
$8.72K ﹤0.01%
385
322
$8.63K ﹤0.01%
27
323
$8.63K ﹤0.01%
280
324
$8.6K ﹤0.01%
+49
325
$8.54K ﹤0.01%
181