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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9.18K ﹤0.01%
181
427
$9.16K ﹤0.01%
215
428
$9.15K ﹤0.01%
254
-183
429
$9.11K ﹤0.01%
185
+170
430
$9.1K ﹤0.01%
100
431
$9.06K ﹤0.01%
32
432
$9.06K ﹤0.01%
87
433
$8.98K ﹤0.01%
160
434
$8.87K ﹤0.01%
2,010
-150
435
$8.86K ﹤0.01%
97
-57
436
$8.84K ﹤0.01%
+167
437
$8.8K ﹤0.01%
375
438
$8.78K ﹤0.01%
60
-1
439
$8.75K ﹤0.01%
242
440
$8.74K ﹤0.01%
108
441
$8.73K ﹤0.01%
38
442
$8.71K ﹤0.01%
18
-122
443
$8.7K ﹤0.01%
521
+206
444
$8.64K ﹤0.01%
99
445
$8.6K ﹤0.01%
337
446
$8.59K ﹤0.01%
38
-686
447
$8.55K ﹤0.01%
690
-860
448
$8.47K ﹤0.01%
399
449
$8.45K ﹤0.01%
57
450
$8.34K ﹤0.01%
666
16 17
18
19 20