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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.5K ﹤0.01%
294
-1,093
402
$11.3K ﹤0.01%
228
403
$11.3K ﹤0.01%
379
+203
404
$11.3K ﹤0.01%
+369
405
$11.3K ﹤0.01%
134
-65
406
$11.2K ﹤0.01%
171
-205
407
$11.2K ﹤0.01%
536
408
$11.2K ﹤0.01%
+407
409
$11.1K ﹤0.01%
148
410
$11.1K ﹤0.01%
102
+23
411
$11.1K ﹤0.01%
16
-3
412
$11K ﹤0.01%
+2,000
413
$10.8K ﹤0.01%
745
-2,055
414
$10.8K ﹤0.01%
1,354
-500
415
$10.8K ﹤0.01%
+1,980
416
$10.8K ﹤0.01%
+376
417
$10.8K ﹤0.01%
100
+24
418
$10.7K ﹤0.01%
453
419
$10.5K ﹤0.01%
+93
420
$10.4K ﹤0.01%
+189
421
$10.4K ﹤0.01%
95
422
$10.3K ﹤0.01%
225
423
$10.3K ﹤0.01%
47
-15
424
$10.3K ﹤0.01%
+200
425
$10.2K ﹤0.01%
36
15 16
17
18 19