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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.01%
270
+79
352
$29K 0.01%
+400
353
$28.9K 0.01%
+2,066
354
$28.7K 0.01%
476
-147
355
$28.6K 0.01%
+462
356
$28.6K 0.01%
507
357
$28.6K 0.01%
875
+160
358
$28.4K 0.01%
1,246
+240
359
$28.2K 0.01%
+2,300
360
$28K 0.01%
114
361
$27.8K 0.01%
+2,083
362
$27.8K 0.01%
309
363
$27.8K 0.01%
164
+148
364
$27.2K 0.01%
+2,336
365
$27.2K 0.01%
1,482
366
$26.6K 0.01%
421
367
$26.3K 0.01%
390
368
$26.3K 0.01%
354
+76
369
$26.2K 0.01%
50
+32
370
$26.2K 0.01%
291
371
$26.1K 0.01%
676
372
$25.8K 0.01%
+218
373
$24.8K 0.01%
+801
374
$24.4K 0.01%
42
375
$24.3K 0.01%
175
13 14
15
16 17