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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18.8K ﹤0.01%
+88
427
$18.5K ﹤0.01%
1,962
-10
428
$18.5K ﹤0.01%
1,638
+329
429
$18.1K ﹤0.01%
218
-10
430
$18K ﹤0.01%
306
-97
431
$18K ﹤0.01%
607
+591
432
$17.6K ﹤0.01%
+221
433
$17.6K ﹤0.01%
115
-356
434
$17.6K ﹤0.01%
27
+2
435
$17.5K ﹤0.01%
271
436
$17.4K ﹤0.01%
794
437
$17.1K ﹤0.01%
237
438
$17.1K ﹤0.01%
+510
439
$17.1K ﹤0.01%
439
+361
440
$16.8K ﹤0.01%
788
+103
441
$16.8K ﹤0.01%
+95
442
$16.8K ﹤0.01%
+221
443
$16.7K ﹤0.01%
178
+120
444
$16.7K ﹤0.01%
983
+537
445
$16.7K ﹤0.01%
40
+8
446
$16.5K ﹤0.01%
1,244
+10
447
$16.4K ﹤0.01%
95
448
$16.4K ﹤0.01%
266
-21
449
$16.2K ﹤0.01%
150
450
$16.2K ﹤0.01%
+288
16 17
18
19 20