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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16.1K ﹤0.01%
352
402
$15.9K ﹤0.01%
138
403
$15.8K ﹤0.01%
30
+11
404
$15.8K ﹤0.01%
399
405
$15.6K ﹤0.01%
657
+270
406
$15.4K ﹤0.01%
225
407
$15.1K ﹤0.01%
200
-5,255
408
$15.1K ﹤0.01%
1,136
409
$14.8K ﹤0.01%
44
-13
410
$14.3K ﹤0.01%
+148
411
$14.3K ﹤0.01%
+263
412
$14.3K ﹤0.01%
+687
413
$14.2K ﹤0.01%
136
+78
414
$14K ﹤0.01%
245
415
$14K ﹤0.01%
52
416
$14K ﹤0.01%
+240
417
$14K ﹤0.01%
+119
418
$13.9K ﹤0.01%
605
-337
419
$13.9K ﹤0.01%
572
-200
420
$13.8K ﹤0.01%
153
421
$13.8K ﹤0.01%
22
-3
422
$13.8K ﹤0.01%
47
+6
423
$13.7K ﹤0.01%
+54
424
$13.7K ﹤0.01%
+142
425
$13.6K ﹤0.01%
678
+250
15 16
17
18 19