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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.35K ﹤0.01%
47
577
$1.34K ﹤0.01%
82
578
$1.33K ﹤0.01%
51
579
$1.33K ﹤0.01%
10
580
$1.33K ﹤0.01%
45
581
$1.31K ﹤0.01%
44
582
$1.29K ﹤0.01%
62
583
$1.29K ﹤0.01%
4
+1
584
$1.29K ﹤0.01%
133
585
$1.28K ﹤0.01%
+32
586
$1.27K ﹤0.01%
61
587
$1.27K ﹤0.01%
+12
588
$1.27K ﹤0.01%
+41
589
$1.26K ﹤0.01%
16
-25
590
$1.24K ﹤0.01%
75
-75
591
$1.24K ﹤0.01%
13
592
$1.24K ﹤0.01%
10
593
$1.24K ﹤0.01%
39
594
$1.23K ﹤0.01%
22
595
$1.22K ﹤0.01%
+199
596
$1.2K ﹤0.01%
5
597
$1.19K ﹤0.01%
20
598
$1.19K ﹤0.01%
27
599
$1.19K ﹤0.01%
+100
600
$1.18K ﹤0.01%
+15
22 23
24
25 26