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
526
$9.9K ﹤0.01%
484
-3,018
527
$9.85K ﹤0.01%
237
528
$9.79K ﹤0.01%
41
+12
529
$9.77K ﹤0.01%
280
530
$9.72K ﹤0.01%
500
531
$9.67K ﹤0.01%
407
+333
532
$9.63K ﹤0.01%
25
533
$9.61K ﹤0.01%
+2,433
534
$9.54K ﹤0.01%
492
535
$9.5K ﹤0.01%
4,338
536
$9.47K ﹤0.01%
148
537
$9.38K ﹤0.01%
564
538
$9.38K ﹤0.01%
160
539
$9.36K ﹤0.01%
88
+17
540
$9.3K ﹤0.01%
56
541
$9.28K ﹤0.01%
290
542
$9.25K ﹤0.01%
59
-9
543
$9.18K ﹤0.01%
+61
544
$9.14K ﹤0.01%
215
545
$9.03K ﹤0.01%
+112
546
$8.97K ﹤0.01%
84
-8
547
$8.97K ﹤0.01%
119
-59
548
$8.94K ﹤0.01%
100
549
$8.87K ﹤0.01%
+274
550
$8.87K ﹤0.01%
88
20 21
22
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