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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.51K ﹤0.01%
40
352
$1.5K ﹤0.01%
10
353
$1.48K ﹤0.01%
20
354
$1.44K ﹤0.01%
14
+3
355
$1.39K ﹤0.01%
7
356
$1.38K ﹤0.01%
4
357
$1.36K ﹤0.01%
22
-317
358
$1.33K ﹤0.01%
98
-8
359
$1.3K ﹤0.01%
18
360
$1.29K ﹤0.01%
47
361
$1.29K ﹤0.01%
12
362
$1.29K ﹤0.01%
12
363
$1.28K ﹤0.01%
11
364
$1.22K ﹤0.01%
9
365
$1.21K ﹤0.01%
9
366
$1.18K ﹤0.01%
26
367
$1.14K ﹤0.01%
61
368
$1.13K ﹤0.01%
12
369
$1.13K ﹤0.01%
18
370
$1.09K ﹤0.01%
61
371
$1.09K ﹤0.01%
13
372
$1.07K ﹤0.01%
25
373
$1.05K ﹤0.01%
68
374
$1.01K ﹤0.01%
38
375
$1.01K ﹤0.01%
16
13 14
15
16 17