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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13.2K ﹤0.01%
+200
477
$13.2K ﹤0.01%
186
478
$13.1K ﹤0.01%
689
-4,517
479
$13K ﹤0.01%
46
480
$12.9K ﹤0.01%
251
-124
481
$12.9K ﹤0.01%
370
482
$12.7K ﹤0.01%
231
+76
483
$12.7K ﹤0.01%
153
+105
484
$12.5K ﹤0.01%
750
485
$12.5K ﹤0.01%
96
486
$12.5K ﹤0.01%
43
-193
487
$12.4K ﹤0.01%
+100
488
$12.3K ﹤0.01%
92
489
$12.2K ﹤0.01%
169
+100
490
$12.2K ﹤0.01%
1,177
491
$12K ﹤0.01%
142
492
$11.9K ﹤0.01%
1,012
493
$11.8K ﹤0.01%
+450
494
$11.7K ﹤0.01%
148
495
$11.6K ﹤0.01%
512
+219
496
$11.6K ﹤0.01%
68
+48
497
$11.6K ﹤0.01%
102
498
$11.5K ﹤0.01%
92
499
$11.5K ﹤0.01%
133
-36
500
$11.1K ﹤0.01%
492
18 19
20
21 22