TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.75M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$623K
5
AAPL icon
Apple
AAPL
+$428K

Top Sells

1
+$29.6M
2
+$480K
3
+$146K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$106K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.62K ﹤0.01%
+18
552
$1.59K ﹤0.01%
73
553
$1.59K ﹤0.01%
18
554
$1.58K ﹤0.01%
11
555
$1.57K ﹤0.01%
+300
556
$1.55K ﹤0.01%
+28
557
$1.51K ﹤0.01%
+78
558
$1.49K ﹤0.01%
378
559
$1.45K ﹤0.01%
+10
560
$1.44K ﹤0.01%
300
561
$1.44K ﹤0.01%
74
562
$1.42K ﹤0.01%
17
+6
563
$1.42K ﹤0.01%
+5
564
$1.42K ﹤0.01%
+75
565
$1.41K ﹤0.01%
200
566
$1.39K ﹤0.01%
15
567
$1.38K ﹤0.01%
69
568
$1.38K ﹤0.01%
50
569
$1.38K ﹤0.01%
11
570
$1.38K ﹤0.01%
107
-107
571
$1.36K ﹤0.01%
133
572
$1.36K ﹤0.01%
9
573
$1.35K ﹤0.01%
5
574
$1.35K ﹤0.01%
47
575
$1.34K ﹤0.01%
82
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