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
526
$5.25K ﹤0.01%
+300
527
$5.25K ﹤0.01%
135
528
$5.12K ﹤0.01%
113
-156
529
$5.11K ﹤0.01%
886
530
$5.1K ﹤0.01%
84
-25
531
$5.09K ﹤0.01%
50
532
$5.09K ﹤0.01%
+100
533
$5.08K ﹤0.01%
76
-1,150
534
$5.06K ﹤0.01%
300
535
$5.05K ﹤0.01%
50
536
$5.04K ﹤0.01%
79
+1
537
$5.01K ﹤0.01%
220
538
$5K ﹤0.01%
128
539
$5K ﹤0.01%
217
540
$5K ﹤0.01%
68
541
$4.96K ﹤0.01%
171
542
$4.93K ﹤0.01%
732
-189
543
$4.92K ﹤0.01%
100
544
$4.92K ﹤0.01%
102
545
$4.91K ﹤0.01%
28
+21
546
$4.86K ﹤0.01%
107
547
$4.84K ﹤0.01%
23
548
$4.82K ﹤0.01%
19
549
$4.8K ﹤0.01%
169
+69
550
$4.8K ﹤0.01%
+170
20 21
22
23 24