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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.33K ﹤0.01%
290
-550
452
$8.3K ﹤0.01%
290
453
$8.28K ﹤0.01%
158
454
$8.14K ﹤0.01%
155
455
$8.13K ﹤0.01%
37
456
$8.13K ﹤0.01%
+500
457
$7.96K ﹤0.01%
385
458
$7.82K ﹤0.01%
84
459
$7.81K ﹤0.01%
155
-147
460
$7.79K ﹤0.01%
95
461
$7.73K ﹤0.01%
+400
462
$7.67K ﹤0.01%
446
463
$7.67K ﹤0.01%
104
-715
464
$7.63K ﹤0.01%
14
465
$7.62K ﹤0.01%
97
466
$7.54K ﹤0.01%
47
467
$7.45K ﹤0.01%
106
468
$7.44K ﹤0.01%
118
469
$7.43K ﹤0.01%
100
470
$7.39K ﹤0.01%
21
471
$7.39K ﹤0.01%
27
472
$7.33K ﹤0.01%
500
473
$7.24K ﹤0.01%
141
-5
474
$7.22K ﹤0.01%
1,425
+205
475
$7.18K ﹤0.01%
215
17 18
19
20 21