TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.2K ﹤0.01%
794
352
$16.2K ﹤0.01%
16
353
$16.1K ﹤0.01%
+200
354
$16.1K ﹤0.01%
271
355
$16K ﹤0.01%
287
+21
356
$15.9K ﹤0.01%
65
357
$15.7K ﹤0.01%
708
-393
358
$15.6K ﹤0.01%
+171
359
$15.6K ﹤0.01%
25
360
$15.6K ﹤0.01%
+552
361
$15.5K ﹤0.01%
+3,700
362
$15.2K ﹤0.01%
261
+134
363
$15.2K ﹤0.01%
685
-808
364
$15.1K ﹤0.01%
200
365
$15K ﹤0.01%
+2,600
366
$15K ﹤0.01%
1,012
-709
367
$14.9K ﹤0.01%
169
+1
368
$14.8K ﹤0.01%
244
-27
369
$14.6K ﹤0.01%
855
370
$14.5K ﹤0.01%
285
371
$14.4K ﹤0.01%
+1,500
372
$14.3K ﹤0.01%
+2,000
373
$14.2K ﹤0.01%
264
374
$14.2K ﹤0.01%
1,033
-66
375
$14.1K ﹤0.01%
153
13 14
15
16 17