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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
20
377
$988 ﹤0.01%
83
+14
378
$985 ﹤0.01%
30
+6
379
$965 ﹤0.01%
79
380
$956 ﹤0.01%
42
381
$923 ﹤0.01%
16
-501
382
$885 ﹤0.01%
12
383
$873 ﹤0.01%
15
384
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385
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387
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3
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392
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5
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397
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+2
400
$416 ﹤0.01%
25
13 14 15
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