TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.36M
3
+$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1
+$4.68M
2
+$3.67M
3
+$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.52%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QUBT icon
401
Quantum Computing Inc
QUBT
$2.52B
$28.8K 0.01%
+2,806
IJT icon
402
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.58B
$28.7K 0.01%
203
-4
TXN icon
403
Texas Instruments
TXN
$278B
$28.6K 0.01%
+165
IXN icon
404
iShares Global Tech ETF
IXN
$9.57B
$27.9K 0.01%
+266
RCL icon
405
Royal Caribbean
RCL
$78.7B
$27.9K 0.01%
+100
DGRO icon
406
iShares Core Dividend Growth ETF
DGRO
$40.9B
$27.6K 0.01%
398
IGM icon
407
iShares Expanded Tech Sector ETF
IGM
$11.1B
$27.5K 0.01%
+213
TMFC icon
408
Motley Fool 100 Index ETF
TMFC
$2.1B
$27.5K 0.01%
+383
SBUX icon
409
Starbucks
SBUX
$107B
$27.5K 0.01%
+326
LYG icon
410
Lloyds Banking Group
LYG
$79.3B
$27.1K 0.01%
+5,111
EZU icon
411
iShare MSCI Eurozone ETF
EZU
$9.44B
$26.9K 0.01%
+420
IHI icon
412
iShares US Medical Devices ETF
IHI
$3.05B
$26.5K 0.01%
427
-42
ORLY icon
413
O'Reilly Automotive
ORLY
$73.3B
$26.4K 0.01%
+289
SCZ icon
414
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.7B
$26.4K 0.01%
340
+7
APH icon
415
Amphenol
APH
$181B
$26.4K 0.01%
+195
MGV icon
416
Vanguard Mega Cap Value ETF
MGV
$12.6B
$26.2K 0.01%
+186
THTA icon
417
SoFi Enhanced Yield ETF
THTA
$44.7M
$26.1K 0.01%
1,714
-45
TT icon
418
Trane Technologies
TT
$103B
$25.3K 0.01%
+65
LAMR icon
419
Lamar Advertising Co
LAMR
$15.3B
$24.9K 0.01%
+197
GSY icon
420
Invesco Ultra Short Duration ETF
GSY
$3.51B
$24.8K 0.01%
+494
UNP icon
421
Union Pacific
UNP
$157B
$24.5K 0.01%
+106
IYZ icon
422
iShares US Telecommunications ETF
IYZ
$1.11B
$24.4K 0.01%
719
-159
VIVO
423
VivoPower PLC
VIVO
$98.2M
$24.4K 0.01%
+10,754
TYD icon
424
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$34.5M
$24.3K 0.01%
+957
IYG icon
425
iShares US Financial Services ETF
IYG
$1.92B
$24.1K 0.01%
261
-45
15 16
17
18 19