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
526
$7.67K ﹤0.01%
311
+213
527
$7.64K ﹤0.01%
594
528
$7.63K ﹤0.01%
881
-50
529
$7.63K ﹤0.01%
66
-128
530
$7.57K ﹤0.01%
100
-19
531
$7.49K ﹤0.01%
97
+72
532
$7.47K ﹤0.01%
15
+7
533
$7.46K ﹤0.01%
62
-1,929
534
$7.43K ﹤0.01%
228
535
$7.35K ﹤0.01%
67
-21
536
$7.29K ﹤0.01%
68
-19
537
$7.21K ﹤0.01%
156
538
$7.2K ﹤0.01%
885
+701
539
$7.19K ﹤0.01%
214
-64
540
$7.18K ﹤0.01%
115
541
$7.11K ﹤0.01%
28
542
$7.1K ﹤0.01%
212
-61
543
$7.04K ﹤0.01%
91
544
$6.99K ﹤0.01%
28
-5
545
$6.98K ﹤0.01%
+42
546
$6.94K ﹤0.01%
38
+6
547
$6.88K ﹤0.01%
1,960
-50
548
$6.8K ﹤0.01%
147
-200
549
$6.77K ﹤0.01%
246
+189
550
$6.77K ﹤0.01%
262
20 21
22
23 24