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
501
$6.28K ﹤0.01%
48
502
$6.14K ﹤0.01%
52
503
$6.08K ﹤0.01%
135
504
$5.99K ﹤0.01%
20
-31
505
$5.98K ﹤0.01%
52
506
$5.97K ﹤0.01%
100
507
$5.95K ﹤0.01%
50
508
$5.91K ﹤0.01%
96
+54
509
$5.86K ﹤0.01%
50
510
$5.85K ﹤0.01%
56
-31
511
$5.84K ﹤0.01%
98
512
$5.84K ﹤0.01%
252
513
$5.8K ﹤0.01%
13
514
$5.75K ﹤0.01%
28
-21
515
$5.74K ﹤0.01%
155
-4
516
$5.73K ﹤0.01%
135
517
$5.73K ﹤0.01%
30
518
$5.68K ﹤0.01%
7
-9
519
$5.68K ﹤0.01%
70
+54
520
$5.6K ﹤0.01%
+400
521
$5.53K ﹤0.01%
486
+390
522
$5.38K ﹤0.01%
100
523
$5.37K ﹤0.01%
148
524
$5.35K ﹤0.01%
69
-5
525
$5.28K ﹤0.01%
+203
19 20
21
22 23