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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11.6K ﹤0.01%
202
+50
502
$11.6K ﹤0.01%
263
-83
503
$11.3K ﹤0.01%
+500
504
$11.2K ﹤0.01%
102
505
$11.2K ﹤0.01%
96
-95
506
$11.2K ﹤0.01%
+288
507
$11.1K ﹤0.01%
112
+10
508
$11.1K ﹤0.01%
87
-97
509
$11.1K ﹤0.01%
106
510
$11K ﹤0.01%
444
+129
511
$11K ﹤0.01%
174
+74
512
$10.8K ﹤0.01%
96
513
$10.7K ﹤0.01%
324
+59
514
$10.6K ﹤0.01%
+167
515
$10.5K ﹤0.01%
+48
516
$10.4K ﹤0.01%
1,001
-11
517
$10.3K ﹤0.01%
68
518
$10.3K ﹤0.01%
108
519
$10.2K ﹤0.01%
137
520
$10.1K ﹤0.01%
+112
521
$10.1K ﹤0.01%
208
522
$10.1K ﹤0.01%
158
523
$10K ﹤0.01%
295
524
$9.96K ﹤0.01%
181
525
$9.91K ﹤0.01%
+349
19 20
21
22 23