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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$24.3K 0.01%
414
+150
377
$23.9K 0.01%
+2,243
378
$23.9K 0.01%
121
379
$23.9K 0.01%
317
+104
380
$23.9K 0.01%
1,190
-89
381
$23.8K 0.01%
+1,500
382
$23.6K 0.01%
436
-1,207
383
$23.5K 0.01%
546
+489
384
$23K 0.01%
100
385
$23K 0.01%
93
386
$23K 0.01%
700
387
$22.9K 0.01%
345
388
$22.6K 0.01%
521
+483
389
$22.5K 0.01%
643
390
$22.5K 0.01%
441
-841
391
$22.3K 0.01%
625
392
$22.2K 0.01%
227
393
$22.2K 0.01%
507
394
$22.2K 0.01%
191
395
$22.1K 0.01%
+215
396
$22K 0.01%
344
+100
397
$21.8K 0.01%
6
398
$21.7K 0.01%
+813
399
$21.6K 0.01%
1,557
+1,277
400
$21.6K 0.01%
184
+97
14 15
16
17 18