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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.88M
3
+$4.84M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.85M
5
NVDA icon
NVIDIA
NVDA
+$481K

Top Sells

1
+$270K
2
+$259K
3
+$250K
4
SRG
Seritage Growth Properties
SRG
+$247K
5
MU icon
Micron Technology
MU
+$243K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
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