TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
1-Year Return
15.87%
This Quarter Return
-0.79%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
-$2.99M
(-0.96%)
Cap. Flow
-$7.1M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
91.74%
Holding
938
New
279
Increased
180
Reduced
52
Closed
89
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.44M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.68M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.31M |
| 4 |
Global Partners
GLP
|
$780K |
| 5 |
Apple
AAPL
|
$418K |
Top Sells
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Industrials | 1.19% |
| 3 | Energy | 0.77% |
| 4 | Financials | 0.56% |
| 5 | Consumer Discretionary | 0.55% |
