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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.4K ﹤0.01%
375
327
$19.4K ﹤0.01%
300
+20
328
$19.4K ﹤0.01%
+580
329
$19.1K ﹤0.01%
265
+5
330
$19K ﹤0.01%
100
331
$18.9K ﹤0.01%
625
332
$18.9K ﹤0.01%
1,200
333
$18.6K ﹤0.01%
1,309
+200
334
$18.3K ﹤0.01%
+200
335
$18.3K ﹤0.01%
130
336
$18.2K ﹤0.01%
575
337
$18.1K ﹤0.01%
91
-15
338
$17.9K ﹤0.01%
+663
339
$17.9K ﹤0.01%
+535
340
$17.7K ﹤0.01%
+237
341
$17.5K ﹤0.01%
+643
342
$17.2K ﹤0.01%
1,234
+11
343
$16.9K ﹤0.01%
150
344
$16.9K ﹤0.01%
104
+80
345
$16.8K ﹤0.01%
140
346
$16.6K ﹤0.01%
199
-130
347
$16.6K ﹤0.01%
+1,000
348
$16.6K ﹤0.01%
328
+148
349
$16.4K ﹤0.01%
+210
350
$16.3K ﹤0.01%
+213
12 13
14
15 16