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

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

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
$1.54K ﹤0.01%
+54
427
$1.53K ﹤0.01%
17
428
$1.53K ﹤0.01%
+19
429
$1.52K ﹤0.01%
10
-2
430
$1.52K ﹤0.01%
5
431
$1.52K ﹤0.01%
+32
432
$1.51K ﹤0.01%
9
433
$1.51K ﹤0.01%
+15
434
$1.51K ﹤0.01%
62
435
$1.51K ﹤0.01%
+10
436
$1.5K ﹤0.01%
11
-39
437
– –
0
438
$1.47K ﹤0.01%
+156
439
$1.45K ﹤0.01%
+50
440
$1.45K ﹤0.01%
39
441
$1.44K ﹤0.01%
10
442
$1.43K ﹤0.01%
+50
443
$1.42K ﹤0.01%
+31
444
$1.42K ﹤0.01%
+22
445
$1.41K ﹤0.01%
9
446
$1.39K ﹤0.01%
40
447
$1.38K ﹤0.01%
+57
448
$1.37K ﹤0.01%
16
449
$1.37K ﹤0.01%
61
450
$1.33K ﹤0.01%
20
16 17
18
19 20