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
476
$7.98K ﹤0.01%
17
477
$7.92K ﹤0.01%
385
478
$7.86K ﹤0.01%
372
-2,074
479
$7.86K ﹤0.01%
201
+164
480
$7.81K ﹤0.01%
84
481
$7.78K ﹤0.01%
75
-200
482
$7.78K ﹤0.01%
38
483
$7.7K ﹤0.01%
492
-1,020
484
$7.68K ﹤0.01%
41
-17
485
$7.64K ﹤0.01%
+227
486
$7.57K ﹤0.01%
20
487
$7.47K ﹤0.01%
+138
488
$7.47K ﹤0.01%
+538
489
$7.41K ﹤0.01%
293
-1,534
490
$7.35K ﹤0.01%
65
491
$7.33K ﹤0.01%
125
492
$7.31K ﹤0.01%
41
493
$7.3K ﹤0.01%
476
+200
494
$7.25K ﹤0.01%
87
495
$7.17K ﹤0.01%
+143
496
$7.04K ﹤0.01%
215
497
$7K ﹤0.01%
142
498
$6.95K ﹤0.01%
308
-23
499
$6.94K ﹤0.01%
97
500
$6.92K ﹤0.01%
21
+3
18 19
20
21 22