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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.3K ﹤0.01%
49
-6
402
$11.1K ﹤0.01%
+500
403
$11K ﹤0.01%
142
404
$10.9K ﹤0.01%
64
-14
405
$10.9K ﹤0.01%
132
406
$10.8K ﹤0.01%
+200
407
$10.7K ﹤0.01%
92
+75
408
$10.6K ﹤0.01%
137
409
$10.6K ﹤0.01%
102
410
$10.6K ﹤0.01%
138
411
$10.5K ﹤0.01%
200
412
$10.3K ﹤0.01%
284
-183
413
$10.2K ﹤0.01%
292
+40
414
$10.1K ﹤0.01%
102
415
$9.93K ﹤0.01%
102
416
$9.63K ﹤0.01%
167
417
$9.56K ﹤0.01%
106
418
$9.46K ﹤0.01%
15
-3
419
$9.41K ﹤0.01%
1,354
420
$9.36K ﹤0.01%
25
421
$9.34K ﹤0.01%
257
422
$9.32K ﹤0.01%
68
423
$9.25K ﹤0.01%
280
424
$9.22K ﹤0.01%
237
425
$9.2K ﹤0.01%
85
+1
15 16
17
18 19