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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.07K ﹤0.01%
142
477
$7.06K ﹤0.01%
266
+6
478
$6.98K ﹤0.01%
707
479
$6.95K ﹤0.01%
4,338
480
$6.91K ﹤0.01%
320
481
$6.89K ﹤0.01%
68
-77
482
$6.87K ﹤0.01%
56
483
$6.83K ﹤0.01%
22
484
$6.79K ﹤0.01%
101
485
$6.76K ﹤0.01%
29
-18
486
$6.71K ﹤0.01%
+72
487
$6.69K ﹤0.01%
262
488
$6.68K ﹤0.01%
+530
489
$6.51K ﹤0.01%
113
490
$6.5K ﹤0.01%
27
-27
491
$6.48K ﹤0.01%
83
492
$6.46K ﹤0.01%
534
493
$6.44K ﹤0.01%
+64
494
$6.4K ﹤0.01%
452
495
$6.4K ﹤0.01%
500
496
$6.39K ﹤0.01%
400
-100
497
$6.38K ﹤0.01%
+293
498
$6.3K ﹤0.01%
96
499
$6.3K ﹤0.01%
58
-70
500
$6.3K ﹤0.01%
170
18 19
20
21 22