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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14.1K ﹤0.01%
302
-42
377
$13.8K ﹤0.01%
549
378
$13.8K ﹤0.01%
371
379
$13.5K ﹤0.01%
320
380
$13.3K ﹤0.01%
95
381
$13.2K ﹤0.01%
458
+3
382
$13.2K ﹤0.01%
216
383
$13.1K ﹤0.01%
92
384
$13K ﹤0.01%
148
385
$13K ﹤0.01%
336
386
$12.9K ﹤0.01%
370
387
$12.8K ﹤0.01%
96
388
$12.6K ﹤0.01%
492
-161
389
$12.6K ﹤0.01%
180
-475
390
$12.4K ﹤0.01%
+399
391
$12.4K ﹤0.01%
915
392
$12.4K ﹤0.01%
228
393
$12.4K ﹤0.01%
318
-35
394
$12.3K ﹤0.01%
32
395
$12.3K ﹤0.01%
+417
396
$12.2K ﹤0.01%
186
397
$12.1K ﹤0.01%
750
398
$12K ﹤0.01%
1,177
399
$11.9K ﹤0.01%
46
400
$11.8K ﹤0.01%
+216
14 15
16
17 18