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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35.4K 0.01%
155
327
$35.1K 0.01%
1,150
328
$34.9K 0.01%
+1,001
329
$34.7K 0.01%
+1,722
330
$34.7K 0.01%
+656
331
$34.6K 0.01%
7,358
-426
332
$34.4K 0.01%
778
+61
333
$34K 0.01%
+2,692
334
$33.7K 0.01%
163
335
$33.7K 0.01%
145
336
$33K 0.01%
+101
337
$33K 0.01%
540
+60
338
$32.3K 0.01%
556
339
$32.2K 0.01%
707
340
$32.1K 0.01%
293
+76
341
$31.3K 0.01%
201
342
$31.1K 0.01%
+1,583
343
$31.1K 0.01%
+1,375
344
$30.8K 0.01%
3,091
+3,000
345
$30.1K 0.01%
+1,200
346
$29.8K 0.01%
1,213
347
$29.8K 0.01%
1,065
348
$29.8K 0.01%
402
-48
349
$29.6K 0.01%
437
-66
350
$29.3K 0.01%
+557
12 13
14
15 16