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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.94K ﹤0.01%
158
577
$7.9K ﹤0.01%
84
578
$7.85K ﹤0.01%
290
579
$7.8K ﹤0.01%
87
+59
580
$7.77K ﹤0.01%
+62
581
$7.77K ﹤0.01%
95
582
$7.75K ﹤0.01%
240
+133
583
$7.56K ﹤0.01%
+1,147
584
$7.52K ﹤0.01%
266
585
$7.52K ﹤0.01%
50,110
586
$7.52K ﹤0.01%
118
587
$7.29K ﹤0.01%
385
588
$7.27K ﹤0.01%
+140
589
$7.24K ﹤0.01%
29
590
$7.16K ﹤0.01%
707
591
$7.09K ﹤0.01%
142
592
$7.07K ﹤0.01%
137
-191
593
$7.02K ﹤0.01%
+150
594
$7.01K ﹤0.01%
262
595
$6.96K ﹤0.01%
452
596
$6.94K ﹤0.01%
114
+1
597
$6.94K ﹤0.01%
83
598
$6.92K ﹤0.01%
+120
599
$6.89K ﹤0.01%
690
600
$6.87K ﹤0.01%
+177
22 23
24
25 26