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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.06M
3 +$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$21.2K ﹤0.01%
676
402
$21K ﹤0.01%
575
403
$20.6K ﹤0.01%
628
+118
404
$20.5K ﹤0.01%
333
405
$20.5K ﹤0.01%
300
-240
406
$20.4K ﹤0.01%
16
407
$20.4K ﹤0.01%
561
-2,036
408
$20.3K ﹤0.01%
969
409
$19.7K ﹤0.01%
875
410
$19.7K ﹤0.01%
458
+1
411
$19.6K ﹤0.01%
130
412
$19.5K ﹤0.01%
+512
413
$19.5K ﹤0.01%
82
-9
414
$19.4K ﹤0.01%
825
-807
415
$19.3K ﹤0.01%
339
+8
416
$19.3K ﹤0.01%
1,010
-2,177
417
$19.3K ﹤0.01%
744
418
$19K ﹤0.01%
84
-30
419
$19K ﹤0.01%
271
420
$18.9K ﹤0.01%
363
-966
421
$18.6K ﹤0.01%
919
+918
422
$18.2K ﹤0.01%
794
423
$18.1K ﹤0.01%
227
424
$18.1K ﹤0.01%
479
+91
425
$18K ﹤0.01%
637
+101