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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.6K ﹤0.01%
343
-19
352
$21.6K ﹤0.01%
247
-48
353
$21.3K ﹤0.01%
575
354
$21.3K ﹤0.01%
422
-17
355
$21.2K ﹤0.01%
483
-36
356
$21.1K ﹤0.01%
93
357
$21.1K ﹤0.01%
232
-2,278
358
$21K ﹤0.01%
92
+8
359
$20.6K ﹤0.01%
744
360
$20.6K ﹤0.01%
271
361
$20.6K ﹤0.01%
584
362
$20.5K ﹤0.01%
324
+77
363
$20.2K ﹤0.01%
333
364
$20.1K ﹤0.01%
+123
365
$20K ﹤0.01%
628
366
$19.8K ﹤0.01%
461
+2
367
$19.5K ﹤0.01%
19
368
$19.4K ﹤0.01%
+275
369
$19.4K ﹤0.01%
1,496
-65
370
$19.4K ﹤0.01%
479
371
$19.4K ﹤0.01%
+253
372
$19.4K ﹤0.01%
228
+18
373
$19.2K ﹤0.01%
300
-91
374
$18.7K ﹤0.01%
159
-35
375
$18.5K ﹤0.01%
186
-4,089
13 14
15
16 17