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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.5K 0.01%
221
+49
327
$18.7K 0.01%
625
328
$18.6K 0.01%
61
329
$18.6K 0.01%
192
+184
330
$18.4K 0.01%
+450
331
$18.2K 0.01%
130
-60
332
$18.2K 0.01%
345
333
$18.1K 0.01%
466
+257
334
$17.9K 0.01%
1,000
335
$17.9K 0.01%
1,336
+1,000
336
$17.7K 0.01%
1,025
-700
337
$17.6K 0.01%
575
338
$17.4K 0.01%
100
339
$17.4K 0.01%
621
-45
340
$16.8K ﹤0.01%
452
-81
341
$16.6K ﹤0.01%
1,224
+40
342
$16.3K ﹤0.01%
500
-210
343
$16.2K ﹤0.01%
6
344
$16.2K ﹤0.01%
764
+80
345
$16.1K ﹤0.01%
+100
346
$15.7K ﹤0.01%
87
+7
347
$15.7K ﹤0.01%
351
-10
348
$15.6K ﹤0.01%
109
349
$15.4K ﹤0.01%
+388
350
$15.1K ﹤0.01%
+1,305
12 13
14
15 16