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
526
$5.93K ﹤0.01%
68
+15
527
$5.91K ﹤0.01%
186
-379
528
$5.88K ﹤0.01%
100
-50
529
$5.86K ﹤0.01%
161
530
$5.84K ﹤0.01%
886
531
$5.83K ﹤0.01%
30
532
$5.82K ﹤0.01%
178
-77
533
$5.79K ﹤0.01%
63
-171
534
$5.74K ﹤0.01%
135
535
$5.69K ﹤0.01%
534
536
$5.67K ﹤0.01%
159
537
$5.67K ﹤0.01%
50
538
$5.65K ﹤0.01%
128
-109
539
$5.64K ﹤0.01%
50
540
$5.52K ﹤0.01%
261
541
$5.51K ﹤0.01%
116
+3
542
$5.51K ﹤0.01%
24
-44
543
$5.5K ﹤0.01%
22
-21
544
$5.49K ﹤0.01%
+369
545
$5.47K ﹤0.01%
150
-1,135
546
$5.39K ﹤0.01%
34
547
$5.37K ﹤0.01%
+98
548
$5.37K ﹤0.01%
75
-824
549
$5.36K ﹤0.01%
+96
550
$5.35K ﹤0.01%
135
20 21
22
23 24