TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.75M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$623K
5
AAPL icon
Apple
AAPL
+$428K

Top Sells

1
+$29.6M
2
+$480K
3
+$146K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$106K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.42K ﹤0.01%
+7
502
$2.39K ﹤0.01%
64
+14
503
$2.37K ﹤0.01%
18
504
$2.33K ﹤0.01%
290
505
$2.3K ﹤0.01%
+50
506
$2.28K ﹤0.01%
57
507
$2.26K ﹤0.01%
45
-90
508
$2.21K ﹤0.01%
141
509
$2.19K ﹤0.01%
53
510
$2.19K ﹤0.01%
91
511
$2.16K ﹤0.01%
+38
512
$2.12K ﹤0.01%
63
+43
513
$2.12K ﹤0.01%
32
514
$2.12K ﹤0.01%
58
+18
515
$2.12K ﹤0.01%
+36
516
$2.09K ﹤0.01%
119
517
$2.07K ﹤0.01%
100
518
$2.06K ﹤0.01%
+13
519
$2.05K ﹤0.01%
125
520
$2.02K ﹤0.01%
9
521
$2.01K ﹤0.01%
85
522
$1.98K ﹤0.01%
+296
523
$1.98K ﹤0.01%
155
524
$1.98K ﹤0.01%
+55
525
$1.97K ﹤0.01%
+156
19 20
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