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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.72K ﹤0.01%
83
+2
327
$2.66K ﹤0.01%
52
+21
328
$2.44K ﹤0.01%
+133
329
$2.4K ﹤0.01%
1
330
$2.33K ﹤0.01%
36
331
$2.21K ﹤0.01%
+200
332
$2.12K ﹤0.01%
12
+4
333
$1.97K ﹤0.01%
69
334
$1.96K ﹤0.01%
73
335
$1.93K ﹤0.01%
17
336
$1.93K ﹤0.01%
39
337
$1.91K ﹤0.01%
25
338
$1.89K ﹤0.01%
50
339
$1.8K ﹤0.01%
7
340
$1.79K ﹤0.01%
15
341
$1.71K ﹤0.01%
10
342
$1.67K ﹤0.01%
100
343
$1.66K ﹤0.01%
62
344
$1.66K ﹤0.01%
44
345
$1.64K ﹤0.01%
9
346
$1.62K ﹤0.01%
14
347
$1.62K ﹤0.01%
18
348
$1.59K ﹤0.01%
39
349
$1.59K ﹤0.01%
21
350
$1.54K ﹤0.01%
5
12 13
14
15 16