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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.89K ﹤0.01%
1,000
377
$5.81K ﹤0.01%
320
378
$5.77K ﹤0.01%
96
+3
379
$5.72K ﹤0.01%
529
380
$5.7K ﹤0.01%
62
+50
381
$5.66K ﹤0.01%
+437
382
$5.64K ﹤0.01%
30
383
$5.56K ﹤0.01%
750
384
$5.54K ﹤0.01%
100
385
$5.5K ﹤0.01%
+91
386
$5.46K ﹤0.01%
30
+28
387
$5.43K ﹤0.01%
126
388
$5.41K ﹤0.01%
+25
389
$5.39K ﹤0.01%
+13
390
$5.37K ﹤0.01%
322
+212
391
$5.36K ﹤0.01%
453
392
$5.36K ﹤0.01%
222
-43
393
$5.27K ﹤0.01%
159
+75
394
$5.23K ﹤0.01%
300
+100
395
$5.22K ﹤0.01%
+231
396
$5.21K ﹤0.01%
+55
397
$5.2K ﹤0.01%
+240
398
$5.17K ﹤0.01%
13
399
$5.1K ﹤0.01%
96
400
$5.03K ﹤0.01%
+23
14 15
16
17 18