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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.2K ﹤0.01%
+363
427
$10.2K ﹤0.01%
+668
428
$10.1K ﹤0.01%
248
-421
429
$10.1K ﹤0.01%
137
430
$9.95K ﹤0.01%
115
+76
431
$9.95K ﹤0.01%
300
432
$9.9K ﹤0.01%
+118
433
$9.9K ﹤0.01%
92
-5
434
$9.9K ﹤0.01%
46
+32
435
$9.78K ﹤0.01%
+364
436
$9.72K ﹤0.01%
18
437
$9.59K ﹤0.01%
152
-80
438
$9.55K ﹤0.01%
304
-867
439
$9.45K ﹤0.01%
142
440
$9.43K ﹤0.01%
49
441
$9.42K ﹤0.01%
+220
442
$9.35K ﹤0.01%
102
-171
443
$9.31K ﹤0.01%
101
444
$9.22K ﹤0.01%
102
445
$9.21K ﹤0.01%
132
446
$9.19K ﹤0.01%
+183
447
$9.13K ﹤0.01%
2,844
-19,828
448
$9.08K ﹤0.01%
358
+300
449
$9.07K ﹤0.01%
257
-167
450
$9.06K ﹤0.01%
280
16 17
18
19 20