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
501
$8.51K ﹤0.01%
97
-3
502
$8.45K ﹤0.01%
380
503
$8.43K ﹤0.01%
308
+190
504
$8.39K ﹤0.01%
289
+52
505
$8.33K ﹤0.01%
120
506
$8.31K ﹤0.01%
125
507
$8.31K ﹤0.01%
332
508
$8.29K ﹤0.01%
128
509
$8.27K ﹤0.01%
340
-750
510
$8.23K ﹤0.01%
+322
511
$8.22K ﹤0.01%
292
512
$8.18K ﹤0.01%
841
513
$8.17K ﹤0.01%
105
-240
514
$8.16K ﹤0.01%
88
+21
515
$8.06K ﹤0.01%
87
516
$8.03K ﹤0.01%
20
+7
517
$7.93K ﹤0.01%
46
-77
518
$7.9K ﹤0.01%
99
+15
519
$7.83K ﹤0.01%
138
-121
520
$7.78K ﹤0.01%
25
521
$7.73K ﹤0.01%
150
+85
522
$7.72K ﹤0.01%
87
+6
523
$7.71K ﹤0.01%
285
+12
524
$7.71K ﹤0.01%
184
+67
525
$7.68K ﹤0.01%
50
-17
19 20
21
22 23