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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.6K ﹤0.01%
215
452
$11.4K ﹤0.01%
+45
453
$11.3K ﹤0.01%
378
454
$11.3K ﹤0.01%
+102
455
$11.2K ﹤0.01%
192
-222
456
$11.2K ﹤0.01%
+826
457
$11.1K ﹤0.01%
+90
458
$11K ﹤0.01%
124
-29
459
$10.9K ﹤0.01%
129
-38
460
$10.9K ﹤0.01%
324
461
$10.9K ﹤0.01%
+58
462
$10.7K ﹤0.01%
313
463
$10.6K ﹤0.01%
295
464
$10.6K ﹤0.01%
48
-19
465
$10.6K ﹤0.01%
119
-27
466
$10.5K ﹤0.01%
49
+25
467
$10.3K ﹤0.01%
181
468
$10.1K ﹤0.01%
237
469
$10.1K ﹤0.01%
+404
470
$10K ﹤0.01%
+1,392
471
$10K ﹤0.01%
94
-96
472
$10K ﹤0.01%
+445
473
$9.98K ﹤0.01%
290
+100
474
$9.96K ﹤0.01%
+110
475
$9.87K ﹤0.01%
61
-3
17 18
19
20 21