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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.06M
3 +$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$8.86K ﹤0.01%
189
552
$8.84K ﹤0.01%
90
+88
553
$8.75K ﹤0.01%
155
554
$8.74K ﹤0.01%
+278
555
$8.72K ﹤0.01%
+63
556
$8.65K ﹤0.01%
+283
557
$8.61K ﹤0.01%
448
-2,168
558
$8.55K ﹤0.01%
109
559
$8.5K ﹤0.01%
72
560
$8.49K ﹤0.01%
+918
561
$8.41K ﹤0.01%
99
562
$8.41K ﹤0.01%
+13
563
$8.39K ﹤0.01%
104
564
$8.38K ﹤0.01%
19
+7
565
$8.29K ﹤0.01%
292
566
$8.28K ﹤0.01%
+44
567
$8.28K ﹤0.01%
81
-16
568
$8.25K ﹤0.01%
97
569
$8.18K ﹤0.01%
242
570
$8.12K ﹤0.01%
212
+35
571
$8.08K ﹤0.01%
120
572
$7.98K ﹤0.01%
168
-168
573
$7.82K ﹤0.01%
2,010
574
$7.81K ﹤0.01%
84
575
$7.76K ﹤0.01%
158