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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23.2K 0.01%
1,006
302
$23.1K 0.01%
444
-2,779
303
$22.7K 0.01%
93
304
$22.7K 0.01%
175
305
$22.5K 0.01%
217
-130
306
$22.3K 0.01%
42
307
$22.3K 0.01%
227
308
$22.2K 0.01%
700
309
$21.9K 0.01%
676
310
$21.7K 0.01%
478
-115
311
$21.7K 0.01%
507
312
$21.7K 0.01%
403
-82
313
$21.6K 0.01%
643
-9
314
$21.4K 0.01%
360
+141
315
$21.3K 0.01%
6
316
$20.8K 0.01%
875
317
$20.8K 0.01%
1,972
-23
318
$20.7K 0.01%
191
-90
319
$20.7K 0.01%
440
320
$20.6K 0.01%
345
321
$20.5K 0.01%
191
+2
322
$20.1K 0.01%
1,000
-3,301
323
$19.9K 0.01%
284
+227
324
$19.7K ﹤0.01%
250
325
$19.6K ﹤0.01%
278
-4
11 12
13
14 15