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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9.06K ﹤0.01%
481
452
$9.04K ﹤0.01%
100
-43
453
$8.94K ﹤0.01%
107
-9
454
$8.88K ﹤0.01%
54
-633
455
$8.77K ﹤0.01%
+61
456
$8.71K ﹤0.01%
27
457
$8.71K ﹤0.01%
160
458
$8.6K ﹤0.01%
108
459
$8.57K ﹤0.01%
106
460
$8.54K ﹤0.01%
206
-119,260
461
$8.5K ﹤0.01%
168
+103
462
$8.49K ﹤0.01%
87
463
$8.45K ﹤0.01%
252
464
$8.44K ﹤0.01%
181
465
$8.42K ﹤0.01%
100
466
$8.35K ﹤0.01%
564
-4,133
467
$8.32K ﹤0.01%
37
468
$8.32K ﹤0.01%
208
-171
469
$8.15K ﹤0.01%
+372
470
$8.11K ﹤0.01%
+500
471
$8.1K ﹤0.01%
99
472
$8.03K ﹤0.01%
21
473
$8.01K ﹤0.01%
32
474
$7.99K ﹤0.01%
155
475
$7.98K ﹤0.01%
242
17 18
19
20 21