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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$161K 0.1%
+1,599
27
$153K 0.09%
+687
28
$149K 0.09%
+2,310
29
$147K 0.09%
+5,210
30
$145K 0.09%
+34,893
31
$134K 0.08%
+1,541
32
$116K 0.07%
+1,040
33
$115K 0.07%
+3,190
34
$115K 0.07%
+5,040
35
$110K 0.07%
+1,200
36
$110K 0.07%
+929
37
$105K 0.06%
+3,344
38
$93.4K 0.06%
+1,105
39
$89.2K 0.05%
+646
40
$87.9K 0.05%
+540
41
$83.1K 0.05%
+855
42
$81.7K 0.05%
+1,587
43
$79.7K 0.05%
+763
44
$78.2K 0.05%
+1,541
45
$73.6K 0.04%
+614
46
$71.7K 0.04%
+1,314
47
$67.7K 0.04%
+529
48
$67.2K 0.04%
+307
49
$64.9K 0.04%
+1,316
50
$64K 0.04%
+504
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