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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$135K 0.06%
497
-162
27
$123K 0.06%
2,440
-2,570
28
$123K 0.06%
2,662
29
$120K 0.05%
980
30
$119K 0.05%
572
+41
31
$108K 0.05%
2,389
+23
32
$102K 0.05%
442
+134
33
$99.8K 0.05%
580
34
$97.7K 0.04%
3,672
35
$92.7K 0.04%
885
-162
36
$90K 0.04%
776
+74
37
$84.1K 0.04%
2,645
-1,665
38
$78.8K 0.04%
337
-185
39
$78.5K 0.04%
358
+109
40
$77.5K 0.04%
574
+74
41
$75.1K 0.03%
1,317
+158
42
$74.3K 0.03%
1,867
+432
43
$73.7K 0.03%
341
+39
44
$73.5K 0.03%
685
-615
45
$72.9K 0.03%
767
46
$71.3K 0.03%
1,695
-1,380
47
$70.8K 0.03%
1,000
48
$70.3K 0.03%
2,170
+303
49
$68.3K 0.03%
591
50
$68.2K 0.03%
1,996
-60
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2
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