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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.93K ﹤0.01%
200
+72
427
$7.92K ﹤0.01%
84
-60
428
$7.92K ﹤0.01%
385
429
$7.91K ﹤0.01%
399
+138
430
$7.9K ﹤0.01%
118
431
$7.88K ﹤0.01%
32
432
$7.88K ﹤0.01%
21
433
$7.79K ﹤0.01%
155
434
$7.78K ﹤0.01%
57
+10
435
$7.77K ﹤0.01%
84
436
$7.77K ﹤0.01%
99
437
$7.76K ﹤0.01%
208
438
$7.73K ﹤0.01%
252
439
$7.71K ﹤0.01%
100
440
$7.69K ﹤0.01%
+357
441
$7.69K ﹤0.01%
95
-1,034
442
$7.65K ﹤0.01%
27
+7
443
$7.6K ﹤0.01%
+142
444
$7.6K ﹤0.01%
38
445
$7.59K ﹤0.01%
69
+4
446
$7.56K ﹤0.01%
101
447
$7.5K ﹤0.01%
500
+300
448
$7.45K ﹤0.01%
+290
449
$7.39K ﹤0.01%
+500
450
$7.39K ﹤0.01%
707
-489
16 17
18
19 20