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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25.2K ﹤0.01%
509
+263
327
$25.2K ﹤0.01%
471
+86
328
$25.1K ﹤0.01%
107
+25
329
$24.8K ﹤0.01%
69
+18
330
$24.8K ﹤0.01%
1,092
+111
331
$24.7K ﹤0.01%
1,100
332
$24.7K ﹤0.01%
+523
333
$24.5K ﹤0.01%
459
+90
334
$24.3K ﹤0.01%
676
335
$24.1K ﹤0.01%
848
336
$24K ﹤0.01%
+83
337
$24K ﹤0.01%
65
338
$23.9K ﹤0.01%
2,841
339
$23.9K ﹤0.01%
227
+47
340
$23.4K ﹤0.01%
705
+112
341
$23.4K ﹤0.01%
1,142
+209
342
$23.2K ﹤0.01%
+427
343
$23.1K ﹤0.01%
981
344
$23.1K ﹤0.01%
100
345
$23.1K ﹤0.01%
541
-226
346
$22.7K ﹤0.01%
2,977
+2,245
347
$22.5K ﹤0.01%
+465
348
$22.2K ﹤0.01%
855
349
$22.1K ﹤0.01%
384
-1,003
350
$21.6K ﹤0.01%
264
+169
12 13
14
15 16