TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.52%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HII icon
451
Huntington Ingalls Industries
HII
$11.3B
$20.4K 0.01%
+60
HODL icon
452
VanEck Bitcoin Trust
HODL
$1.06B
$20.4K 0.01%
+825
RGP icon
453
Resources Connection
RGP
$151M
$20.2K 0.01%
+4,000
LSAF icon
454
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$116M
$20.2K 0.01%
+447
ACHR icon
455
Archer Aviation
ACHR
$4.87B
$20.1K 0.01%
+2,671
HESM icon
456
Hess Midstream
HESM
$4.94B
$19.8K 0.01%
+575
ARKW icon
457
ARK Web x.0 ETF
ARKW
$1.76B
$19.8K 0.01%
+134
AMT icon
458
American Tower
AMT
$84.9B
$19.5K 0.01%
+111
XYZY
459
YieldMax XYZ Option Income Strategy ETF
XYZY
$35M
$19.2K 0.01%
564
-63
TFC icon
460
Truist Financial
TFC
$59.1B
$19.1K 0.01%
+389
XLG icon
461
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$19.1K 0.01%
+322
VTWO icon
462
Vanguard Russell 2000 ETF
VTWO
$16.7B
$18.9K 0.01%
+190
SSNC icon
463
SS&C Technologies
SSNC
$16.4B
$18.9K 0.01%
+216
TLTW icon
464
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.97B
$18.8K 0.01%
+831
EL icon
465
Estee Lauder
EL
$29.7B
$18.7K 0.01%
+179
UBER icon
466
Uber
UBER
$147B
$18.5K 0.01%
+227
BABA icon
467
Alibaba
BABA
$302B
$18.5K 0.01%
+126
INTC icon
468
Intel
INTC
$562B
$18.4K 0.01%
+500
SHLD icon
469
Global X Defense Tech ETF
SHLD
$7.6B
$18.4K 0.01%
+284
TER icon
470
Teradyne
TER
$63.7B
$18.4K 0.01%
+95
FNDC icon
471
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$18.4K 0.01%
+413
REM icon
472
iShares Mortgage Real Estate ETF
REM
$550M
$18.4K 0.01%
+828
SKYY icon
473
First Trust Cloud Computing ETF
SKYY
$3.12B
$18.2K 0.01%
+140
QTUM icon
474
Defiance Quantum ETF
QTUM
$5.92B
$18.2K 0.01%
+166
VGT icon
475
Vanguard Information Technology ETF
VGT
$149B
$18.1K 0.01%
+192