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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17.9K ﹤0.01%
+205
427
$17.8K ﹤0.01%
473
+470
428
$17.8K ﹤0.01%
417
-90
429
$17.7K ﹤0.01%
27
430
$17.6K ﹤0.01%
251
+14
431
$17.5K ﹤0.01%
450
-343
432
$17.4K ﹤0.01%
875
-500
433
$17.4K ﹤0.01%
51
+10
434
$17.4K ﹤0.01%
241
+72
435
$17.3K ﹤0.01%
445
+6
436
$17.2K ﹤0.01%
1,962
437
$17K ﹤0.01%
266
438
$16.9K ﹤0.01%
+57
439
$16.8K ﹤0.01%
384
+89
440
$16.7K ﹤0.01%
625
441
$16.7K ﹤0.01%
30
-383
442
$16.5K ﹤0.01%
210
-11
443
$16.4K ﹤0.01%
160
-3,660
444
$16.4K ﹤0.01%
93
-3
445
$16.3K ﹤0.01%
991
+8
446
$16.2K ﹤0.01%
288
447
$16.2K ﹤0.01%
32
+16
448
$16.2K ﹤0.01%
380
449
$16.1K ﹤0.01%
180
450
$15.8K ﹤0.01%
35
-5
16 17
18
19 20