TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DUOT icon
326
Duos Technologies
DUOT
$157M
$41.6K 0.01%
+3,696
TRV icon
327
Travelers Companies
TRV
$66.3B
$41.5K 0.01%
+143
FUMB icon
328
First Trust Ultra Short Duration Municipal ETF
FUMB
$242M
$41K 0.01%
+2,045
EFG icon
329
iShares MSCI EAFE Growth ETF
EFG
$9.57B
$40.9K 0.01%
359
HYG icon
330
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.8B
$40.8K 0.01%
506
HYLB icon
331
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.67B
$40.6K 0.01%
+1,102
SYK icon
332
Stryker
SYK
$142B
$40.4K 0.01%
+115
ETHA
333
iShares Ethereum Trust ETF
ETHA
$1.21B
$39.5K 0.01%
+1,759
ETR icon
334
Entergy
ETR
$47.8B
$39K 0.01%
+422
XAR icon
335
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.09B
$38.8K 0.01%
161
+6
ASTS icon
336
AST SpaceMobile
ASTS
$27.3B
$38.8K 0.01%
+534
BLK icon
337
Blackrock
BLK
$161B
$38.5K 0.01%
+36
NVII
338
REX NVDA Growth & Income ETF
NVII
$73.7M
$38.5K 0.01%
1,364
+1,007
HL icon
339
Hecla Mining
HL
$13.9B
$38.4K 0.01%
+2,001
CRCL
340
Circle Internet Group
CRCL
$24.9B
$38.3K 0.01%
+483
PH icon
341
Parker-Hannifin
PH
$122B
$37.8K 0.01%
+43
ENB icon
342
Enbridge
ENB
$118B
$37.8K 0.01%
+790
ETH
343
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.68B
$37.7K 0.01%
+1,344
MSTY icon
344
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.09B
$37.7K 0.01%
1,274
-99
ANGL icon
345
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$37.6K 0.01%
1,280
+123
SCI icon
346
Service Corp International
SCI
$11.4B
$37.5K 0.01%
+481
FLOT icon
347
iShares Floating Rate Bond ETF
FLOT
$9.21B
$37.1K 0.01%
+730
PGR icon
348
Progressive
PGR
$123B
$37.1K 0.01%
+163
IYR icon
349
iShares US Real Estate ETF
IYR
$4.17B
$37K 0.01%
394
-1,139
MVV icon
350
ProShares Ultra MidCap400
MVV
$145M
$36.7K 0.01%
+527