TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FNDE icon
476
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.84B
$18.1K 0.01%
+501
UUUU icon
477
Energy Fuels
UUUU
$4.89B
$18K 0.01%
+1,240
BP icon
478
BP
BP
$101B
$18K 0.01%
+519
BITI icon
479
ProShares Short Bitcoin Strategy ETF
BITI
$103M
$17.9K 0.01%
+774
GPZ
480
VanEck Alternative Asset Manager ETF
GPZ
$118M
$17.8K 0.01%
+654
WEC icon
481
WEC Energy
WEC
$37.8B
$17.7K 0.01%
+168
IUSV icon
482
iShares Core S&P US Value ETF
IUSV
$24.6B
$17.6K 0.01%
172
OXY icon
483
Occidental Petroleum
OXY
$52.5B
$17.4K 0.01%
+424
POCT icon
484
Innovator US Equity Power Buffer ETF October
POCT
$1.07B
$16.9K ﹤0.01%
+385
TNGY
485
Tortoise Energy Fund
TNGY
$560M
$16.8K ﹤0.01%
+1,853
HYGW icon
486
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$180M
$16.5K ﹤0.01%
+554
GPC icon
487
Genuine Parts
GPC
$16.1B
$16.4K ﹤0.01%
+133
CCL icon
488
Carnival Corp
CCL
$37.6B
$16.3K ﹤0.01%
+534
GLDM icon
489
SPDR Gold MiniShares Trust
GLDM
$32.9B
$16.1K ﹤0.01%
+189
BKNG icon
490
Booking.com
BKNG
$146B
$16.1K ﹤0.01%
+3
BSX icon
491
Boston Scientific
BSX
$108B
$15.9K ﹤0.01%
+167
TSN icon
492
Tyson Foods
TSN
$21.9B
$15.8K ﹤0.01%
+270
CGW icon
493
Invesco S&P Global Water Index ETF
CGW
$1.04B
$15.8K ﹤0.01%
250
IBB icon
494
iShares Biotechnology ETF
IBB
$8.35B
$15.7K ﹤0.01%
93
HYEM icon
495
VanEck Emerging Markets High Yield Bond ETF
HYEM
$461M
$15.7K ﹤0.01%
789
-540
JQUA icon
496
JPMorgan US Quality Factor ETF
JQUA
$7.19B
$15.5K ﹤0.01%
245
MPWR icon
497
Monolithic Power Systems
MPWR
$52.5B
$15.4K ﹤0.01%
+17
PPA icon
498
Invesco Aerospace & Defense ETF
PPA
$8.16B
$15.3K ﹤0.01%
98
ZIM icon
499
ZIM Integrated Shipping Services
ZIM
$3.43B
$15.2K ﹤0.01%
+714
PFIX icon
500
Simplify Interest Rate Hedge ETF
PFIX
$156M
$15.1K ﹤0.01%
+316