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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12.7K ﹤0.01%
+371
377
$12.7K ﹤0.01%
500
378
$12.6K ﹤0.01%
+454
379
$12.6K ﹤0.01%
329
380
$12.5K ﹤0.01%
184
+84
381
$12.5K ﹤0.01%
+704
382
$12.5K ﹤0.01%
500
+290
383
$12.5K ﹤0.01%
+73
384
$12.4K ﹤0.01%
65
385
$12.4K ﹤0.01%
112
-127
386
$12.3K ﹤0.01%
185
+141
387
$12.3K ﹤0.01%
118
388
$12.2K ﹤0.01%
+1,000
389
$12.1K ﹤0.01%
336
390
$12.1K ﹤0.01%
84
391
$12K ﹤0.01%
624
+21
392
$11.9K ﹤0.01%
27
393
$11.8K ﹤0.01%
1,177
394
$11.8K ﹤0.01%
96
395
$11.8K ﹤0.01%
+394
396
$11.7K ﹤0.01%
370
397
$11.7K ﹤0.01%
750
398
$11.6K ﹤0.01%
59
+4
399
$11.5K ﹤0.01%
54
+5
400
$11.5K ﹤0.01%
25
-26
14 15
16
17 18