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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18.5K ﹤0.01%
291
+3
377
$18.4K ﹤0.01%
+194
378
$18.2K ﹤0.01%
227
379
$18.1K ﹤0.01%
473
380
$18.1K ﹤0.01%
98
-93
381
$18.1K ﹤0.01%
864
-48
382
$18K ﹤0.01%
194
383
$17.8K ﹤0.01%
86
+77
384
$17.8K ﹤0.01%
335
385
$17.6K ﹤0.01%
950
386
$17.6K ﹤0.01%
349
387
$17.4K ﹤0.01%
140
+1
388
$17.3K ﹤0.01%
392
-116
389
$17.2K ﹤0.01%
27
-5
390
$17K ﹤0.01%
781
+46
391
$16.9K ﹤0.01%
64
+18
392
$16.7K ﹤0.01%
637
393
$16.7K ﹤0.01%
+852
394
$16.7K ﹤0.01%
140
-8
395
$16.6K ﹤0.01%
412
+212
396
$16.5K ﹤0.01%
+136
397
$16.5K ﹤0.01%
68
-9
398
$16.5K ﹤0.01%
701
399
$16.4K ﹤0.01%
708
+144
400
$16.4K ﹤0.01%
216
14 15
16
17 18