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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.64K ﹤0.01%
57
452
$3.6K ﹤0.01%
44
453
$3.43K ﹤0.01%
+66
454
$3.4K ﹤0.01%
218
455
$3.4K ﹤0.01%
60
-1,125
456
$3.38K ﹤0.01%
+18
457
$3.37K ﹤0.01%
38
458
$3.32K ﹤0.01%
+135
459
$3.25K ﹤0.01%
55
460
$3.25K ﹤0.01%
+240
461
$3.23K ﹤0.01%
+68
462
$3.21K ﹤0.01%
+30
463
$3.19K ﹤0.01%
+109
464
$3.18K ﹤0.01%
+293
465
$3.16K ﹤0.01%
35
466
$3.13K ﹤0.01%
25
467
$3.11K ﹤0.01%
65
468
$3.1K ﹤0.01%
142
469
$3.09K ﹤0.01%
100
470
$3.08K ﹤0.01%
12
471
$3.08K ﹤0.01%
113
-274
472
$3.07K ﹤0.01%
89
+20
473
$3.04K ﹤0.01%
30
-20
474
$3K ﹤0.01%
126
475
$2.99K ﹤0.01%
100
17 18
19
20 21