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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.76K ﹤0.01%
97
552
$6.73K ﹤0.01%
590
553
$6.66K ﹤0.01%
+53
554
$6.65K ﹤0.01%
+86
555
$6.6K ﹤0.01%
50
556
$6.58K ﹤0.01%
73
557
$6.52K ﹤0.01%
87
-1
558
$6.48K ﹤0.01%
358
559
$6.47K ﹤0.01%
52
+25
560
$6.46K ﹤0.01%
238
561
$6.44K ﹤0.01%
+99
562
$6.39K ﹤0.01%
43
563
$6.38K ﹤0.01%
+654
564
$6.36K ﹤0.01%
+111
565
$6.36K ﹤0.01%
41
566
$6.29K ﹤0.01%
84
567
$6.29K ﹤0.01%
28
568
$6.28K ﹤0.01%
184
+99
569
$6.26K ﹤0.01%
34
-10
570
$6.25K ﹤0.01%
427
571
$6.24K ﹤0.01%
13
-4
572
$6.24K ﹤0.01%
114
+108
573
$6.17K ﹤0.01%
35
+25
574
$6.11K ﹤0.01%
17
575
$6.08K ﹤0.01%
686
21 22
23
24 25