TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
1-Year Return
15.87%
This Quarter Return
+1.49%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$311M
AUM Growth
+$4.25M
(+1.4%)
Cap. Flow
-$18.6M
Cap. Flow
% of AUM
-5.98%
Top 10 Holdings %
Top 10 Hldgs %
89.43%
Holding
945
New
47
Increased
132
Reduced
119
Closed
91
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.88M |
| 2 |
Invesco QQQ Trust
QQQ
|
$355K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$114K |
| 4 |
Microsoft
MSFT
|
$74.5K |
| 5 |
Comcast
CMCSA
|
$69K |
Top Sells
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Industrials | 1.28% |
| 3 | Energy | 0.75% |
| 4 | Financials | 0.63% |
| 5 | Healthcare | 0.58% |
