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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$533K 0.15%
2,900
27
$507K 0.15%
10,077
-2,000
28
$506K 0.15%
1,630
+13
29
$480K 0.14%
3,679
-305
30
$458K 0.13%
9,219
31
$443K 0.13%
12,074
+7,775
32
$410K 0.12%
1,565
+760
33
$402K 0.12%
5,729
+4,276
34
$398K 0.12%
4,209
+3,395
35
$396K 0.12%
8,976
+264
36
$387K 0.11%
826
+624
37
$387K 0.11%
4,313
+3,109
38
$377K 0.11%
2,172
+1,714
39
$376K 0.11%
2,457
+2,012
40
$376K 0.11%
2,723
+2,159
41
$373K 0.11%
4,190
42
$373K 0.11%
7,104
+5,748
43
$358K 0.1%
4,913
+3,982
44
$356K 0.1%
3,319
-118
45
$356K 0.1%
773
+595
46
$355K 0.1%
8,823
+7,340
47
$355K 0.1%
8,851
-667
48
$350K 0.1%
4,715
+3,946
49
$345K 0.1%
2,169
+1,800
50
$333K 0.1%
10,636
+8,978
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