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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$6.07M
3 +$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1 +$422K
2 +$366K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1.9K ﹤0.01%
+18
402
$1.89K ﹤0.01%
+84
403
$1.88K ﹤0.01%
73
404
$1.81K ﹤0.01%
50
405
$1.8K ﹤0.01%
+83
406
$1.76K ﹤0.01%
+39
407
$1.76K ﹤0.01%
+30
408
$1.75K ﹤0.01%
133
409
$1.72K ﹤0.01%
+30
410
$1.71K ﹤0.01%
+50
411
$1.71K ﹤0.01%
+20
412
$1.71K ﹤0.01%
+33
413
$1.7K ﹤0.01%
69
414
$1.68K ﹤0.01%
+20
415
$1.64K ﹤0.01%
+600
416
$1.64K ﹤0.01%
+21
417
$1.6K ﹤0.01%
+80
418
$1.6K ﹤0.01%
+158
419
$1.6K ﹤0.01%
+96
420
$1.59K ﹤0.01%
+59
421
$1.59K ﹤0.01%
42
422
$1.56K ﹤0.01%
+15
423
$1.56K ﹤0.01%
44
424
$1.56K ﹤0.01%
69
-962
425
$1.55K ﹤0.01%
+9