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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23.4K 0.01%
131
-8
302
$22.8K 0.01%
440
303
$22.7K 0.01%
975
-35
304
$22.5K 0.01%
507
305
$22.4K 0.01%
291
-63
306
$22K 0.01%
1,609
-3,519
307
$22K 0.01%
166
308
$21.6K 0.01%
291
+196
309
$21.5K 0.01%
687
+300
310
$21.5K 0.01%
700
-29,771
311
$21.4K 0.01%
41
+3
312
$21.3K 0.01%
4,350
+2,872
313
$21.3K 0.01%
227
314
$21.1K 0.01%
390
-324
315
$21K 0.01%
190
+125
316
$21K 0.01%
419
317
$20.5K 0.01%
9,328
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318
$20.5K 0.01%
613
-60
319
$20.5K 0.01%
556
320
$20.4K 0.01%
653
321
$20.3K 0.01%
109
-13
322
$20.2K 0.01%
272
-38
323
$20.1K 0.01%
465
+452
324
$19.9K 0.01%
676
325
$19.8K 0.01%
450
-130
11 12
13
14 15