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
526
$1.96K ﹤0.01%
52
527
$1.94K ﹤0.01%
30
528
$1.93K ﹤0.01%
+8
529
$1.92K ﹤0.01%
32
530
$1.89K ﹤0.01%
59
531
$1.88K ﹤0.01%
16
+1
532
$1.85K ﹤0.01%
+98
533
$1.82K ﹤0.01%
16
534
$1.81K ﹤0.01%
+83
535
$1.79K ﹤0.01%
17
536
$1.77K ﹤0.01%
9
537
$1.76K ﹤0.01%
174
+1
538
$1.74K ﹤0.01%
39
539
$1.74K ﹤0.01%
+163
540
$1.73K ﹤0.01%
54
541
$1.72K ﹤0.01%
500
542
$1.7K ﹤0.01%
+51
543
$1.7K ﹤0.01%
+19
544
$1.7K ﹤0.01%
+5
545
$1.68K ﹤0.01%
74
546
$1.67K ﹤0.01%
70
-540
547
$1.67K ﹤0.01%
159
548
$1.66K ﹤0.01%
500
549
$1.64K ﹤0.01%
+30
550
$1.64K ﹤0.01%
36
-46
20 21
22
23 24