TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$5.95M
3 +$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1 +$348K
2 +$296K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$3.28K ﹤0.01%
126
352
$3.27K ﹤0.01%
67
353
$3.26K ﹤0.01%
183
-149
354
$3.2K ﹤0.01%
+4
355
$3.15K ﹤0.01%
+21
356
$3.1K ﹤0.01%
+51
357
$3.1K ﹤0.01%
23
-37
358
$3.08K ﹤0.01%
+13
359
$3.08K ﹤0.01%
155
360
$3.04K ﹤0.01%
+300
361
$3.02K ﹤0.01%
+51
362
$2.99K ﹤0.01%
+76
363
$2.96K ﹤0.01%
+15
364
$2.92K ﹤0.01%
+133
365
$2.91K ﹤0.01%
+100
366
$2.87K ﹤0.01%
+57
367
$2.78K ﹤0.01%
83
368
$2.72K ﹤0.01%
+41
369
$2.72K ﹤0.01%
+31
370
$2.68K ﹤0.01%
18
-2,839
371
$2.63K ﹤0.01%
200
372
$2.6K ﹤0.01%
141
373
$2.58K ﹤0.01%
+214
374
$2.57K ﹤0.01%
52
375
$2.45K ﹤0.01%
+39