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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.67K ﹤0.01%
54
+1
327
$8.66K ﹤0.01%
+36
328
$8.64K ﹤0.01%
+55
329
$8.6K ﹤0.01%
250
330
$8.42K ﹤0.01%
+79
331
$8.4K ﹤0.01%
181
332
$8.37K ﹤0.01%
+444
333
$8.27K ﹤0.01%
17
+5
334
$8.2K ﹤0.01%
564
335
$8.17K ﹤0.01%
38
336
$8.08K ﹤0.01%
225
337
$8.02K ﹤0.01%
+346
338
$7.92K ﹤0.01%
+71
339
$7.85K ﹤0.01%
280
340
$7.79K ﹤0.01%
252
341
$7.66K ﹤0.01%
+600
342
$7.51K ﹤0.01%
84
343
$7.44K ﹤0.01%
96
+5
344
$7.42K ﹤0.01%
+394
345
$7.42K ﹤0.01%
+276
346
$7.41K ﹤0.01%
915
-1,930
347
$7.4K ﹤0.01%
+274
348
$7.28K ﹤0.01%
48
+1
349
$7.22K ﹤0.01%
125
350
$7.14K ﹤0.01%
+255
12 13
14
15 16