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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29.6K 0.01%
1,273
-856
327
$29.6K 0.01%
406
+185
328
$29.5K 0.01%
1,213
329
$29.4K 0.01%
1,306
-3,713
330
$29.4K 0.01%
1,065
331
$29.3K 0.01%
258
+40
332
$29.2K 0.01%
291
-602
333
$29K 0.01%
245
+168
334
$29K 0.01%
10,135
335
$28.8K 0.01%
50
336
$28.4K 0.01%
985
+766
337
$28.2K 0.01%
476
338
$28.2K 0.01%
291
339
$28.2K 0.01%
402
340
$27.9K 0.01%
1,140
-50
341
$27.4K 0.01%
+1,600
342
$27.3K 0.01%
476
-366
343
$27.3K 0.01%
+718
344
$27.2K 0.01%
161
+160
345
$27.1K 0.01%
653
+107
346
$27.1K 0.01%
+1,454
347
$26.9K 0.01%
596
-816
348
$26.7K 0.01%
1,794
-1,710
349
$26.4K 0.01%
675
-1,135
350
$26.2K 0.01%
+567
12 13
14
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