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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.1K ﹤0.01%
794
352
$14.9K ﹤0.01%
264
-207
353
$14.8K ﹤0.01%
1,000
+117
354
$14.8K ﹤0.01%
+1,196
355
$14.8K ﹤0.01%
314
-62
356
$14.5K ﹤0.01%
855
357
$14.5K ﹤0.01%
66
-15
358
$14.5K ﹤0.01%
70
359
$14.5K ﹤0.01%
200
360
$14.3K ﹤0.01%
144
-19
361
$14.3K ﹤0.01%
16
362
$13.9K ﹤0.01%
277
363
$13.9K ﹤0.01%
266
-55
364
$13.8K ﹤0.01%
140
365
$13.2K ﹤0.01%
54
366
$13.1K ﹤0.01%
+665
367
$13.1K ﹤0.01%
216
368
$13K ﹤0.01%
269
-2,150
369
$13K ﹤0.01%
+549
370
$13K ﹤0.01%
181
+156
371
$12.9K ﹤0.01%
154
-62
372
$12.9K ﹤0.01%
+3,093
373
$12.8K ﹤0.01%
273
374
$12.8K ﹤0.01%
500
-1,128
375
$12.7K ﹤0.01%
+567
13 14
15
16 17