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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.86K ﹤0.01%
+218
477
$9.86K ﹤0.01%
116
478
$9.8K ﹤0.01%
500
479
$9.8K ﹤0.01%
290
480
$9.75K ﹤0.01%
+1,442
481
$9.7K ﹤0.01%
75
+15
482
$9.6K ﹤0.01%
+165
483
$9.58K ﹤0.01%
+159
484
$9.53K ﹤0.01%
911
-66
485
$9.38K ﹤0.01%
+76
486
$9.31K ﹤0.01%
+273
487
$9.24K ﹤0.01%
+32
488
$9.19K ﹤0.01%
160
489
$9.18K ﹤0.01%
+929
490
$9.1K ﹤0.01%
452
491
$8.97K ﹤0.01%
+222
492
$8.88K ﹤0.01%
342
+269
493
$8.83K ﹤0.01%
279
+3
494
$8.82K ﹤0.01%
385
495
$8.81K ﹤0.01%
100
496
$8.8K ﹤0.01%
54
+28
497
$8.79K ﹤0.01%
103
+58
498
$8.76K ﹤0.01%
95
499
$8.6K ﹤0.01%
182
+64
500
$8.52K ﹤0.01%
212
18 19
20
21 22