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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.29K ﹤0.01%
142
477
$6.12K ﹤0.01%
+262
478
$6.01K ﹤0.01%
83
-208
479
$5.97K ﹤0.01%
152
-54
480
$5.96K ﹤0.01%
320
+220
481
$5.88K ﹤0.01%
73
482
$5.88K ﹤0.01%
56
-261
483
$5.85K ﹤0.01%
22
-81
484
$5.76K ﹤0.01%
159
485
$5.75K ﹤0.01%
921
+671
486
$5.74K ﹤0.01%
+113
487
$5.69K ﹤0.01%
534
488
$5.61K ﹤0.01%
96
489
$5.58K ﹤0.01%
52
-50
490
$5.52K ﹤0.01%
+52
491
$5.49K ﹤0.01%
315
-177
492
$5.48K ﹤0.01%
30
493
$5.45K ﹤0.01%
50
494
$5.41K ﹤0.01%
+50
495
$5.39K ﹤0.01%
135
496
$5.38K ﹤0.01%
50
497
$5.35K ﹤0.01%
252
-56
498
$5.31K ﹤0.01%
332
-144
499
$5.31K ﹤0.01%
13
500
$5.19K ﹤0.01%
886
18 19
20
21 22