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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645K 0.14%
9,270
+5,646
27
$609K 0.13%
3,078
+991
28
$604K 0.13%
2,987
-57
29
$585K 0.13%
3,548
+247
30
$576K 0.13%
1,053
-35
31
$574K 0.13%
3,930
+219
32
$574K 0.13%
15,129
+1,355
33
$571K 0.12%
14,004
+644
34
$558K 0.12%
8,847
+174
35
$557K 0.12%
2,882
-70
36
$528K 0.12%
8,300
-873
37
$524K 0.11%
8,823
-96
38
$521K 0.11%
5,718
-115,256
39
$497K 0.11%
3,180
+417
40
$486K 0.11%
2,262
+1,921
41
$484K 0.11%
12,350
+1,946
42
$482K 0.11%
1,186
+321
43
$473K 0.1%
2,213
+232
44
$467K 0.1%
9,277
-870
45
$445K 0.1%
6,167
+120
46
$444K 0.1%
490
-160
47
$423K 0.09%
5,406
+5,206
48
$423K 0.09%
4,488
+311
49
$422K 0.09%
1,129
+4
50
$420K 0.09%
12,478
+906
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