TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
1-Year Return
15.87%
This Quarter Return
+1.01%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$939M
AUM Growth
+$506M
(+117%)
Cap. Flow
+$5.66M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
84.7%
Holding
1,759
New
245
Increased
444
Reduced
274
Closed
161
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$15M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.42M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$2M |
| 4 |
NVIDIA
NVDA
|
+$730K |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$469K |
Top Sells
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Healthcare | 1.35% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Financials | 0.51% |
| 5 | Industrials | 0.45% |
