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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$37.5K 0.01%
1,068
+1,059
302
$36.9K 0.01%
1,193
+43
303
$36K 0.01%
+94
304
$35.9K 0.01%
145
305
$34.8K 0.01%
176
+129
306
$34.5K 0.01%
201
307
$34K 0.01%
156
+1
308
$33.9K 0.01%
163
309
$33.6K 0.01%
66
-14
310
$33.6K 0.01%
504
-13
311
$32.7K 0.01%
1,230
+880
312
$32.6K 0.01%
1,790
+1,286
313
$32.5K 0.01%
914
-87
314
$32.3K 0.01%
798
-775
315
$32K 0.01%
1,092
+992
316
$32K 0.01%
707
317
$31.7K 0.01%
7,364
+6
318
$31.7K 0.01%
297
+27
319
$31.4K 0.01%
+837
320
$31.4K 0.01%
550
+332
321
$30.4K 0.01%
3,121
-6,701
322
$29.9K 0.01%
795
-447
323
$29.9K 0.01%
2,129
+46
324
$29.9K 0.01%
476
-31
325
$29.7K 0.01%
928
-912
11 12
13
14 15