TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
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
+$13.3M
2
+$5.95M
3
+$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1
+$348K
2
+$296K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

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
$1.32K ﹤0.01%
18
452
$1.28K ﹤0.01%
4
453
$1.27K ﹤0.01%
125
454
$1.22K ﹤0.01%
9
455
$1.21K ﹤0.01%
+10
456
$1.21K ﹤0.01%
20
457
$1.21K ﹤0.01%
47
458
$1.19K ﹤0.01%
+1,000
459
$1.17K ﹤0.01%
+15
460
$1.13K ﹤0.01%
12
461
$1.12K ﹤0.01%
26
462
$1.12K ﹤0.01%
11
463
$1.11K ﹤0.01%
13
464
$1.09K ﹤0.01%
+39
465
$1.08K ﹤0.01%
+13
466
$1.07K ﹤0.01%
+70
467
$1.02K ﹤0.01%
100
468
$1.02K ﹤0.01%
12
469
$1.01K ﹤0.01%
19
470
$1.01K ﹤0.01%
61
471
– –
0
472
$1K ﹤0.01%
+6
473
$1K ﹤0.01%
16
474
$994 ﹤0.01%
68
475
$990 ﹤0.01%
+300
17 18
19
20 21