TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$5.95M
3 +$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1 +$348K
2 +$296K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$2.44K ﹤0.01%
+300
377
$2.42K ﹤0.01%
+25
378
$2.42K ﹤0.01%
29
-4,393
379
$2.41K ﹤0.01%
24
+10
380
$2.39K ﹤0.01%
+12
381
$2.38K ﹤0.01%
+52
382
$2.38K ﹤0.01%
284
383
$2.35K ﹤0.01%
9
-28
384
$2.29K ﹤0.01%
+15
385
$2.25K ﹤0.01%
+46
386
$2.25K ﹤0.01%
23
-73
387
$2.24K ﹤0.01%
+32
388
$2.24K ﹤0.01%
70
389
$2.22K ﹤0.01%
+172
390
$2.2K ﹤0.01%
+53
391
$2.17K ﹤0.01%
+125
392
$2.11K ﹤0.01%
+9
393
$2.05K ﹤0.01%
+8
394
$2.03K ﹤0.01%
+25
395
$1.98K ﹤0.01%
+20
396
$1.98K ﹤0.01%
+15
397
$1.97K ﹤0.01%
+50
398
$1.95K ﹤0.01%
+5
399
$1.9K ﹤0.01%
25
400
$1.9K ﹤0.01%
+18