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
476
$2.99K ﹤0.01%
+13
477
$2.96K ﹤0.01%
77
+1
478
$2.95K ﹤0.01%
70
479
$2.9K ﹤0.01%
100
480
$2.9K ﹤0.01%
73
481
$2.89K ﹤0.01%
16
+9
482
$2.88K ﹤0.01%
81
483
$2.88K ﹤0.01%
68
+25
484
$2.88K ﹤0.01%
57
485
$2.86K ﹤0.01%
17
486
$2.8K ﹤0.01%
118
487
$2.79K ﹤0.01%
155
488
$2.73K ﹤0.01%
29
489
$2.73K ﹤0.01%
25
490
$2.65K ﹤0.01%
45
+4
491
$2.63K ﹤0.01%
202
-905
492
$2.6K ﹤0.01%
+300
493
$2.59K ﹤0.01%
+31
494
$2.53K ﹤0.01%
+62
495
$2.53K ﹤0.01%
+37
496
$2.5K ﹤0.01%
50
497
$2.5K ﹤0.01%
42
498
$2.49K ﹤0.01%
420
-2,520
499
$2.46K ﹤0.01%
58
500
$2.45K ﹤0.01%
58
18 19
20
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