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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$5.95M
3 +$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1 +$348K
2 +$296K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1.53K ﹤0.01%
17
427
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+19
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5
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+15
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11
-39
436
0
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+156
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+50
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39
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10
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+50
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9
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40
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+57
447
$1.37K ﹤0.01%
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61
449
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20
450
$1.33K ﹤0.01%
7