TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
This Quarter Return
+5.97%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+14%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
7.72%
Top 10 Holdings %
Top 10 Hldgs %
93.8%
Holding
414
New
46
Increased
79
Reduced
82
Closed
71
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17.2M |
| 2 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$5.25M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.09M |
| 4 |
Nucor
NUE
|
$307K |
| 5 |
Steel Dynamics
STLD
|
$305K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.37M |
| 2 |
Apple
AAPL
|
$981K |
| 3 |
Plug Power
PLUG
|
$578K |
| 4 |
Digital Turbine
APPS
|
$527K |
| 5 |
Tesla
TSLA
|
$516K |
Sector Composition
| 1 | Industrials | 1.4% |
| 2 | Technology | 0.79% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Financials | 0.49% |
| 5 | Materials | 0.36% |
