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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.11K ﹤0.01%
67
577
$4.1K ﹤0.01%
24
578
$4.09K ﹤0.01%
41
579
$4.01K ﹤0.01%
68
580
$4K ﹤0.01%
35
581
$4K ﹤0.01%
48
-51
582
$3.89K ﹤0.01%
185
583
$3.88K ﹤0.01%
12
584
$3.87K ﹤0.01%
+33
585
$3.82K ﹤0.01%
+160
586
$3.82K ﹤0.01%
44
587
$3.81K ﹤0.01%
252
588
$3.8K ﹤0.01%
35
589
$3.8K ﹤0.01%
453
590
$3.78K ﹤0.01%
546
591
$3.72K ﹤0.01%
280
+5
592
$3.67K ﹤0.01%
145
593
$3.64K ﹤0.01%
70
594
$3.64K ﹤0.01%
12
-10
595
$3.59K ﹤0.01%
218
596
$3.57K ﹤0.01%
25
597
$3.56K ﹤0.01%
27
-69
598
$3.54K ﹤0.01%
24
599
$3.54K ﹤0.01%
+127
600
$3.47K ﹤0.01%
23
22 23
24
25 26