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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.33K ﹤0.01%
7
452
$1.32K ﹤0.01%
18
453
$1.28K ﹤0.01%
4
454
$1.27K ﹤0.01%
125
455
$1.22K ﹤0.01%
9
456
$1.21K ﹤0.01%
+10
457
$1.21K ﹤0.01%
20
458
$1.21K ﹤0.01%
47
459
$1.19K ﹤0.01%
+1,000
460
$1.17K ﹤0.01%
+15
461
$1.13K ﹤0.01%
12
462
$1.12K ﹤0.01%
26
463
$1.12K ﹤0.01%
11
464
$1.11K ﹤0.01%
13
465
$1.09K ﹤0.01%
+39
466
$1.08K ﹤0.01%
+13
467
$1.07K ﹤0.01%
+70
468
$1.02K ﹤0.01%
100
469
$1.02K ﹤0.01%
12
470
$1.01K ﹤0.01%
19
471
$1.01K ﹤0.01%
61
472
– –
0
473
$1K ﹤0.01%
+6
474
$1K ﹤0.01%
16
475
$994 ﹤0.01%
68
17 18
19
20 21