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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.08%
1,639
-18
27
$242K 0.08%
29,875
28
$229K 0.07%
1,268
+189
29
$226K 0.07%
+638
30
$212K 0.07%
1,571
+365
31
$210K 0.07%
2,048
+368
32
$206K 0.07%
4,478
+1,145
33
$204K 0.07%
2,633
+864
34
$201K 0.07%
3,364
-231
35
$187K 0.06%
1,485
+361
36
$186K 0.06%
911
+270
37
$185K 0.06%
4,770
+2,418
38
$180K 0.06%
3,237
+875
39
$178K 0.06%
653
+154
40
$174K 0.06%
1,435
41
$174K 0.06%
1,259
+38
42
$173K 0.06%
315
43
$169K 0.06%
2,858
+1,493
44
$169K 0.06%
1,008
+219
45
$165K 0.05%
948
+245
46
$163K 0.05%
135
+130
47
$159K 0.05%
644
+165
48
$150K 0.05%
508
49
$147K 0.05%
1,503
+1,460
50
$146K 0.05%
4,044
+2,505
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