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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$971 ﹤0.01%
20
-125
327
$920 ﹤0.01%
79
328
$883 ﹤0.01%
15
329
$875 ﹤0.01%
+69
330
$851 ﹤0.01%
11
331
$843 ﹤0.01%
30
332
$838 ﹤0.01%
19
333
$817 ﹤0.01%
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-1
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$817 ﹤0.01%
12
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31
336
$805 ﹤0.01%
15
+1
337
$796 ﹤0.01%
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-3
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$726 ﹤0.01%
+27
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$674 ﹤0.01%
37
342
$641 ﹤0.01%
+3
343
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$542 ﹤0.01%
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$384 ﹤0.01%
12
+2
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$355 ﹤0.01%
100
350
$184 ﹤0.01%
100
12 13
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15 16