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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$155K 0.05%
2,621
27
$153K 0.05%
2,608
+290
28
$147K 0.05%
1,255
+241
29
$147K 0.05%
2,731
30
$146K 0.05%
4,063
31
$144K 0.05%
2,988
+411
32
$143K 0.05%
980
33
$137K 0.04%
2,440
34
$136K 0.04%
2,727
+324
35
$133K 0.04%
942
-4
36
$132K 0.04%
494
+83
37
$122K 0.04%
589
+117
38
$120K 0.04%
2,662
39
$116K 0.04%
3,446
+239
40
$114K 0.04%
719
+24
41
$112K 0.04%
1,866
-449
42
$111K 0.04%
520
+114
43
$110K 0.04%
2,181
+544
44
$102K 0.03%
2,298
+368
45
$99.8K 0.03%
578
+117
46
$97.8K 0.03%
580
47
$97K 0.03%
3,672
48
$93K 0.03%
165
+15
49
$91.3K 0.03%
530
+101
50
$90.6K 0.03%
219
+40
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