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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.6K ﹤0.01%
90
-10
577
$4.57K ﹤0.01%
+165
578
$4.57K ﹤0.01%
+277
579
$4.55K ﹤0.01%
12
580
$4.5K ﹤0.01%
100
581
$4.4K ﹤0.01%
19
582
$4.39K ﹤0.01%
96
583
$4.33K ﹤0.01%
50
584
$4.32K ﹤0.01%
+90
585
$4.26K ﹤0.01%
23
586
$4.21K ﹤0.01%
363
-166
587
$4.18K ﹤0.01%
21
-22
588
$4.14K ﹤0.01%
131
589
$4.06K ﹤0.01%
142
590
$4.04K ﹤0.01%
250
591
$4.04K ﹤0.01%
+23
592
$4.03K ﹤0.01%
295
-45
593
$4.01K ﹤0.01%
60
594
$4K ﹤0.01%
157
595
$3.99K ﹤0.01%
150
+39
596
$3.98K ﹤0.01%
23
597
$3.95K ﹤0.01%
35
598
$3.94K ﹤0.01%
35
599
$3.94K ﹤0.01%
100
600
$3.93K ﹤0.01%
52
-81
22 23
24
25 26