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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15.7K ﹤0.01%
+448
452
$15.6K ﹤0.01%
508
+456
453
$15.5K ﹤0.01%
+339
454
$15.5K ﹤0.01%
191
+149
455
$15.4K ﹤0.01%
580
+68
456
$15.3K ﹤0.01%
+1,305
457
$15.2K ﹤0.01%
123
458
$15.2K ﹤0.01%
95
459
$15.1K ﹤0.01%
+150
460
$15.1K ﹤0.01%
460
-2
461
$15K ﹤0.01%
140
462
$15K ﹤0.01%
19
463
$14.8K ﹤0.01%
18
+3
464
$14.8K ﹤0.01%
1,638
465
$14.7K ﹤0.01%
102
+14
466
$14.6K ﹤0.01%
+1,569
467
$14.5K ﹤0.01%
331
+131
468
$14.5K ﹤0.01%
750
469
$14.3K ﹤0.01%
855
470
$14.2K ﹤0.01%
336
-185
471
$14K ﹤0.01%
693
-890
472
$13.9K ﹤0.01%
455
473
$13.9K ﹤0.01%
153
474
$13.9K ﹤0.01%
302
475
$13.8K ﹤0.01%
+100
17 18
19
20 21