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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.79K ﹤0.01%
112
-40
552
$4.78K ﹤0.01%
71
-4
553
$4.77K ﹤0.01%
129
554
$4.74K ﹤0.01%
100
555
$4.68K ﹤0.01%
15
556
$4.66K ﹤0.01%
733
+333
557
$4.65K ﹤0.01%
193
558
$4.52K ﹤0.01%
231
559
$4.5K ﹤0.01%
69
-1,322
560
$4.48K ﹤0.01%
90
561
$4.44K ﹤0.01%
60
562
$4.43K ﹤0.01%
97
563
$4.41K ﹤0.01%
57
564
$4.39K ﹤0.01%
66
565
$4.38K ﹤0.01%
236
-3,387
566
$4.31K ﹤0.01%
106
567
$4.29K ﹤0.01%
157
568
$4.24K ﹤0.01%
46
+1
569
$4.22K ﹤0.01%
142
570
$4.2K ﹤0.01%
131
571
$4.18K ﹤0.01%
24
572
$4.17K ﹤0.01%
+179
573
$4.14K ﹤0.01%
+110
574
$4.12K ﹤0.01%
55
575
$4.12K ﹤0.01%
99
+14
21 22
23
24 25