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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.03K ﹤0.01%
202
+13
402
$5.02K ﹤0.01%
+84
403
$5.01K ﹤0.01%
24
+23
404
$5.01K ﹤0.01%
20
405
$4.98K ﹤0.01%
80
406
$4.95K ﹤0.01%
300
407
$4.9K ﹤0.01%
59
+24
408
$4.86K ﹤0.01%
536
409
$4.76K ﹤0.01%
+141
410
$4.74K ﹤0.01%
+157
411
$4.71K ﹤0.01%
74
+23
412
$4.7K ﹤0.01%
28
+11
413
$4.68K ﹤0.01%
162
-57
414
$4.66K ﹤0.01%
+33
415
$4.63K ﹤0.01%
50
+2
416
$4.44K ﹤0.01%
+2
417
$4.43K ﹤0.01%
91
-17
418
$4.39K ﹤0.01%
+91
419
$4.33K ﹤0.01%
+154
420
$4.3K ﹤0.01%
+54
421
$4.28K ﹤0.01%
34
422
$4.23K ﹤0.01%
+24
423
$4.22K ﹤0.01%
+250
424
$4.2K ﹤0.01%
+282
425
$4.15K ﹤0.01%
112
15 16
17
18 19