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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.73K ﹤0.01%
57
552
$3.73K ﹤0.01%
100
553
$3.72K ﹤0.01%
142
554
$3.72K ﹤0.01%
+252
555
$3.7K ﹤0.01%
56
556
$3.7K ﹤0.01%
35
557
$3.63K ﹤0.01%
57
558
$3.63K ﹤0.01%
44
559
$3.61K ﹤0.01%
45
560
$3.58K ﹤0.01%
185
+135
561
$3.47K ﹤0.01%
51
-101
562
$3.47K ﹤0.01%
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563
$3.45K ﹤0.01%
145
564
$3.42K ﹤0.01%
200
565
$3.36K ﹤0.01%
33
566
$3.34K ﹤0.01%
+25
567
$3.33K ﹤0.01%
85
568
$3.33K ﹤0.01%
+132
569
$3.33K ﹤0.01%
55
570
$3.33K ﹤0.01%
113
571
$3.32K ﹤0.01%
24
+7
572
$3.31K ﹤0.01%
119
573
$3.21K ﹤0.01%
24
+14
574
$3.19K ﹤0.01%
55
575
$3.19K ﹤0.01%
35
21 22
23
24 25