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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.1K ﹤0.01%
99
352
$7.04K ﹤0.01%
160
353
$7.01K ﹤0.01%
+268
354
$7K ﹤0.01%
+206
355
$6.92K ﹤0.01%
142
356
$6.92K ﹤0.01%
228
357
$6.92K ﹤0.01%
100
358
$6.63K ﹤0.01%
+143
359
$6.63K ﹤0.01%
213
+93
360
$6.58K ﹤0.01%
148
361
$6.55K ﹤0.01%
234
+58
362
$6.53K ﹤0.01%
69
363
$6.5K ﹤0.01%
97
364
$6.47K ﹤0.01%
106
365
$6.47K ﹤0.01%
155
366
$6.4K ﹤0.01%
100
367
$6.38K ﹤0.01%
127
368
$6.29K ﹤0.01%
23
369
$6.25K ﹤0.01%
250
370
$6.08K ﹤0.01%
41
371
$6.03K ﹤0.01%
+288
372
$6.02K ﹤0.01%
38
373
$6.02K ﹤0.01%
453
374
$5.92K ﹤0.01%
73
+42
375
$5.92K ﹤0.01%
534
13 14
15
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