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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30.9K ﹤0.01%
+1,558
302
$30.6K ﹤0.01%
1,474
303
$30.6K ﹤0.01%
103
-814
304
$30K ﹤0.01%
589
+532
305
$29.9K ﹤0.01%
3,121
306
$29.8K ﹤0.01%
6
-51
307
$29.6K ﹤0.01%
524
+294
308
$29.5K ﹤0.01%
1,715
309
$29.3K ﹤0.01%
409
+60
310
$28.4K ﹤0.01%
1,250
+1,196
311
$28.3K ﹤0.01%
+205
312
$28.2K ﹤0.01%
477
+26
313
$28.2K ﹤0.01%
+87
314
$27.9K ﹤0.01%
7,060
-47
315
$27.8K ﹤0.01%
+117
316
$27.8K ﹤0.01%
635
317
$27.7K ﹤0.01%
60
+11
318
$27.4K ﹤0.01%
494
-63
319
$27K ﹤0.01%
+1,069
320
$26.9K ﹤0.01%
383
-7
321
$26.9K ﹤0.01%
193
322
$26.8K ﹤0.01%
1,059
323
$25.8K ﹤0.01%
238
-48
324
$25.8K ﹤0.01%
45
+10
325
$25.4K ﹤0.01%
1,117
+124
11 12
13
14 15