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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$147K 0.05%
4,063
27
$145K 0.05%
980
28
$142K 0.05%
666
+94
29
$139K 0.05%
2,315
+1,568
30
$132K 0.05%
2,577
+188
31
$132K 0.05%
2,440
32
$131K 0.05%
2,318
+1,719
33
$127K 0.05%
934
+457
34
$122K 0.04%
946
+170
35
$121K 0.04%
2,662
36
$121K 0.04%
2,403
-594
37
$118K 0.04%
695
+355
38
$116K 0.04%
1,014
+129
39
$103K 0.04%
472
+114
40
$102K 0.04%
716
+142
41
$101K 0.04%
411
-31
42
$97.8K 0.04%
580
43
$97.3K 0.04%
3,672
44
$93.6K 0.03%
406
+65
45
$93.4K 0.03%
3,207
+1,037
46
$92.2K 0.03%
1,930
+474
47
$84.2K 0.03%
2,645
48
$84.2K 0.03%
1,637
+320
49
$83.5K 0.03%
242
+2
50
$82.3K 0.03%
718
+127
1
2
3 4 5