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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.38K ﹤0.01%
109
+25
452
$7.36K ﹤0.01%
108
453
$7.32K ﹤0.01%
127
-357
454
$7.21K ﹤0.01%
+500
455
$7.17K ﹤0.01%
99
+51
456
$7.11K ﹤0.01%
200
-1,426
457
$7.06K ﹤0.01%
200
-500
458
$6.93K ﹤0.01%
142
459
$6.87K ﹤0.01%
+318
460
$6.83K ﹤0.01%
750
461
$6.83K ﹤0.01%
97
462
$6.78K ﹤0.01%
14
463
$6.73K ﹤0.01%
+106
464
$6.6K ﹤0.01%
+260
465
$6.6K ﹤0.01%
158
466
$6.58K ﹤0.01%
47
-1
467
$6.54K ﹤0.01%
320
468
$6.54K ﹤0.01%
215
469
$6.49K ﹤0.01%
100
470
$6.42K ﹤0.01%
74
-13
471
$6.39K ﹤0.01%
+85
472
$6.38K ﹤0.01%
135
473
$6.37K ﹤0.01%
100
-71
474
$6.29K ﹤0.01%
25
475
$6.29K ﹤0.01%
22
+1
17 18
19
20 21