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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$16.2K ﹤0.01%
210
452
$16.2K ﹤0.01%
123
+75
453
$16K ﹤0.01%
200
454
$15.8K ﹤0.01%
19
+12
455
$15.8K ﹤0.01%
+295
456
$15.7K ﹤0.01%
+1,000
457
$15.7K ﹤0.01%
+536
458
$15.7K ﹤0.01%
96
+49
459
$15.2K ﹤0.01%
336
460
$15.2K ﹤0.01%
+388
461
$14.7K ﹤0.01%
41
+21
462
$14.5K ﹤0.01%
346
+28
463
$14.5K ﹤0.01%
302
464
$14.4K ﹤0.01%
180
465
$14.4K ﹤0.01%
152
-426
466
$14.1K ﹤0.01%
153
467
$13.9K ﹤0.01%
216
468
$13.8K ﹤0.01%
320
469
$13.6K ﹤0.01%
855
470
$13.5K ﹤0.01%
+200
471
$13.4K ﹤0.01%
455
-3
472
$13.4K ﹤0.01%
+140
473
$13.4K ﹤0.01%
+6,000
474
$13.4K ﹤0.01%
+925
475
$13.3K ﹤0.01%
353
+69
17 18
19
20 21