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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.6K ﹤0.01%
893
+519
427
$13.4K ﹤0.01%
440
428
$13.4K ﹤0.01%
102
429
$13.4K ﹤0.01%
+145
430
$13.3K ﹤0.01%
30
431
$13.3K ﹤0.01%
232
-3
432
$13.2K ﹤0.01%
128
+15
433
$13.1K ﹤0.01%
386
+263
434
$13.1K ﹤0.01%
111
+66
435
$13.1K ﹤0.01%
+161
436
$13K ﹤0.01%
25
+2
437
$12.9K ﹤0.01%
335
+315
438
$12.8K ﹤0.01%
349
-192
439
$12.7K ﹤0.01%
107
-91
440
$12.6K ﹤0.01%
102
441
$12.5K ﹤0.01%
22
-38
442
$12.5K ﹤0.01%
75
-1,357
443
$12.4K ﹤0.01%
56
444
$12.3K ﹤0.01%
467
+119
445
$12.3K ﹤0.01%
95
+14
446
$11.9K ﹤0.01%
1,177
447
$11.9K ﹤0.01%
72
448
$11.9K ﹤0.01%
228
+71
449
$11.7K ﹤0.01%
124
+65
450
$11.7K ﹤0.01%
+1,151
16 17
18
19 20