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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.9K ﹤0.01%
60
-121
502
$6.77K ﹤0.01%
+911
503
$6.73K ﹤0.01%
14
504
$6.67K ﹤0.01%
48
505
$6.65K ﹤0.01%
25
506
$6.59K ﹤0.01%
+1,210
507
$6.55K ﹤0.01%
750
508
$6.53K ﹤0.01%
104
509
$6.45K ﹤0.01%
158
-289
510
$6.44K ﹤0.01%
73
511
$6.4K ﹤0.01%
+100
512
$6.35K ﹤0.01%
160
513
$6.26K ﹤0.01%
182
+13
514
$6.17K ﹤0.01%
30
515
$6.17K ﹤0.01%
150
516
$6.14K ﹤0.01%
96
-7
517
$6.13K ﹤0.01%
47
518
$6.07K ﹤0.01%
+72
519
$6.06K ﹤0.01%
124
-334
520
$6.01K ﹤0.01%
15
+3
521
$6K ﹤0.01%
96
522
$5.99K ﹤0.01%
20
-10
523
$5.98K ﹤0.01%
74
+34
524
$5.98K ﹤0.01%
320
525
$5.97K ﹤0.01%
177
-135,740
19 20
21
22 23