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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.14K ﹤0.01%
50
427
$4.02K ﹤0.01%
102
-136
428
$4K ﹤0.01%
54
+38
429
$3.99K ﹤0.01%
23
430
$3.96K ﹤0.01%
+100
431
$3.95K ﹤0.01%
97
432
$3.92K ﹤0.01%
55
-44
433
$3.89K ﹤0.01%
90
434
$3.89K ﹤0.01%
+135
435
$3.87K ﹤0.01%
+1,500
436
$3.87K ﹤0.01%
+76
437
$3.83K ﹤0.01%
113
438
$3.81K ﹤0.01%
171
439
$3.76K ﹤0.01%
50
440
$3.76K ﹤0.01%
45
441
$3.75K ﹤0.01%
74
-2
442
$3.75K ﹤0.01%
42
-1
443
$3.74K ﹤0.01%
35
+28
444
$3.73K ﹤0.01%
200
445
$3.73K ﹤0.01%
+26
446
$3.72K ﹤0.01%
35
-26
447
$3.69K ﹤0.01%
51
448
$3.65K ﹤0.01%
56
449
$3.65K ﹤0.01%
145
450
$3.65K ﹤0.01%
1,000
16 17
18
19 20