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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
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
$1.64K ﹤0.01%
+30
552
$1.64K ﹤0.01%
36
-46
553
$1.62K ﹤0.01%
+18
554
$1.59K ﹤0.01%
73
555
$1.59K ﹤0.01%
18
556
$1.58K ﹤0.01%
11
557
$1.57K ﹤0.01%
+300
558
$1.55K ﹤0.01%
+28
559
$1.51K ﹤0.01%
+78
560
$1.49K ﹤0.01%
378
561
$1.45K ﹤0.01%
+10
562
$1.44K ﹤0.01%
300
563
$1.44K ﹤0.01%
74
564
$1.42K ﹤0.01%
17
+6
565
$1.42K ﹤0.01%
+5
566
$1.42K ﹤0.01%
+75
567
$1.41K ﹤0.01%
200
568
$1.39K ﹤0.01%
15
569
$1.38K ﹤0.01%
69
570
$1.38K ﹤0.01%
50
571
$1.38K ﹤0.01%
11
572
$1.38K ﹤0.01%
107
-107
573
$1.36K ﹤0.01%
133
574
$1.36K ﹤0.01%
9
575
$1.35K ﹤0.01%
5
21 22
23
24 25