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
$335M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$88.4M
2 +$55.5M
3 +$29.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M

Sector Composition

1 Technology 2.34%
2 Industrials 1.48%
3 Healthcare 1.21%
4 Energy 1.04%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$12K ﹤0.01%
96
427
$12K ﹤0.01%
65
428
$11.9K ﹤0.01%
+1,298
429
$11.9K ﹤0.01%
148
430
$11.8K ﹤0.01%
+300
431
$11.8K ﹤0.01%
16
432
$11.7K ﹤0.01%
+226
433
$11.6K ﹤0.01%
+178
434
$11.6K ﹤0.01%
+516
435
$11.6K ﹤0.01%
+750
436
$11.5K ﹤0.01%
+750
437
$11.5K ﹤0.01%
1,508
+808
438
$11.4K ﹤0.01%
329
439
$11.4K ﹤0.01%
336
440
$11.3K ﹤0.01%
+617
441
$11.2K ﹤0.01%
603
+22
442
$11K ﹤0.01%
79
+68
443
$11K ﹤0.01%
370
444
$10.8K ﹤0.01%
49
+40
445
$10.8K ﹤0.01%
+529
446
$10.7K ﹤0.01%
453
447
$10.7K ﹤0.01%
97
+36
448
$10.6K ﹤0.01%
+880
449
$10.5K ﹤0.01%
95
450
$10.5K ﹤0.01%
101