TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$6.92M
3 +$4.14M
4
CLX icon
Clorox
CLX
+$281K
5
AFG icon
American Financial Group
AFG
+$257K

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-50
527
-50
528
-100
529
-605
530
-13
531
-45
532
-4,418
533
-68
534
-88
535
-5
536
-97
537
-37
538
-200
539
-80
540
-64
541
-295
542
-40
543
-841
544
-117
545
-575
546
-520
547
-432
548
-18
549
-27
550
-20