TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMB icon
426
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
$24.1K 0.01%
250
+158
WMB icon
427
Williams Companies
WMB
$91.4B
$24K 0.01%
+400
IYF icon
428
iShares US Financials ETF
IYF
$3.78B
$24K 0.01%
186
-15
IDU icon
429
iShares US Utilities ETF
IDU
$1.46B
$23.8K 0.01%
+220
CLOZ icon
430
Panagram BBB-B CLO ETF
CLOZ
$676M
$23.7K 0.01%
+896
FLN icon
431
First Trust Latin America AlphaDEX Fund
FLN
$27.5M
$23.5K 0.01%
1,037
-99
APD icon
432
Air Products & Chemicals
APD
$61.5B
$23.5K 0.01%
+95
PEG icon
433
Public Service Enterprise Group
PEG
$41.9B
$23.4K 0.01%
+292
CAIE
434
Calamos Autocallable Income ETF
CAIE
$736M
$22.8K 0.01%
+852
WDTE
435
Defiance S&P 500 Weekly Distribution ETF
WDTE
$66.4M
$22.8K 0.01%
720
NFTY icon
436
First Trust India Nifty 50 Equal Weight ETF
NFTY
$157M
$22.7K 0.01%
389
+40
MPT
437
Medical Properties Trust
MPT
$3.31B
$22.6K 0.01%
+4,510
DYLD icon
438
LeaderShares Dynamic Yield ETF
DYLD
$41.7M
$22.3K 0.01%
+987
SPEM icon
439
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
$22.1K 0.01%
+473
EOG icon
440
EOG Resources
EOG
$70.3B
$22.1K 0.01%
+210
ICVT icon
441
iShares Convertible Bond ETF
ICVT
$5.44B
$21.8K 0.01%
+221
ASML icon
442
ASML
ASML
$527B
$21.4K 0.01%
+20
JPST icon
443
JPMorgan Ultra-Short Income ETF
JPST
$37.3B
$21.2K 0.01%
419
SCHW icon
444
Charles Schwab
SCHW
$170B
$21.1K 0.01%
+211
GSLC icon
445
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$21K 0.01%
+159
GEV icon
446
GE Vernova
GEV
$220B
$20.9K 0.01%
+32
PLTY
447
YieldMax PLTR Option Income Strategy ETF
PLTY
$377M
$20.6K 0.01%
+400
SHYD icon
448
VanEck Short High Yield Muni ETF
SHYD
$416M
$20.6K 0.01%
+900
INFY icon
449
Infosys
INFY
$58.3B
$20.5K 0.01%
+1,152
AGGY icon
450
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$892M
$20.5K 0.01%
466
+2