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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.34K ﹤0.01%
13
552
$5.26K ﹤0.01%
84
553
$5.25K ﹤0.01%
192
-55
554
$5.23K ﹤0.01%
185
555
$5.17K ﹤0.01%
+62
556
$5.14K ﹤0.01%
26
557
$5.09K ﹤0.01%
452
558
$5.04K ﹤0.01%
365
559
$5.03K ﹤0.01%
68
560
$4.99K ﹤0.01%
596
561
$4.99K ﹤0.01%
250
-300
562
$4.97K ﹤0.01%
46
-7
563
$4.97K ﹤0.01%
40
564
$4.9K ﹤0.01%
107
565
$4.9K ﹤0.01%
91
566
$4.85K ﹤0.01%
90
567
$4.84K ﹤0.01%
42
-17
568
$4.83K ﹤0.01%
486
569
$4.8K ﹤0.01%
50
570
$4.79K ﹤0.01%
1,102
571
$4.79K ﹤0.01%
300
572
$4.78K ﹤0.01%
80
-345
573
$4.77K ﹤0.01%
77
574
$4.76K ﹤0.01%
231
575
$4.69K ﹤0.01%
+220
21 22
23
24 25