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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.91K ﹤0.01%
+48
552
$8.9K ﹤0.01%
+208
553
$8.89K ﹤0.01%
16
+11
554
$8.85K ﹤0.01%
99
555
$8.81K ﹤0.01%
+35
556
$8.75K ﹤0.01%
350
-2,942
557
$8.7K ﹤0.01%
+265
558
$8.64K ﹤0.01%
+30
559
$8.64K ﹤0.01%
104
560
$8.61K ﹤0.01%
650
-265
561
$8.59K ﹤0.01%
97
562
$8.5K ﹤0.01%
100
563
$8.49K ﹤0.01%
77
-1,230
564
$8.4K ﹤0.01%
97
565
$8.4K ﹤0.01%
2,010
566
$8.38K ﹤0.01%
+215
567
$8.33K ﹤0.01%
73
+17
568
$8.29K ﹤0.01%
666
569
$8.27K ﹤0.01%
+79
570
$8.25K ﹤0.01%
200
+101
571
$8.2K ﹤0.01%
500
572
$8.19K ﹤0.01%
109
+75
573
$8.18K ﹤0.01%
399
574
$8.1K ﹤0.01%
72
575
$8.03K ﹤0.01%
27
21 22
23
24 25