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
576
$6.03K ﹤0.01%
13
577
$5.98K ﹤0.01%
73
+3
578
$5.94K ﹤0.01%
4,338
579
$5.92K ﹤0.01%
46
+26
580
$5.92K ﹤0.01%
248
+132
581
$5.91K ﹤0.01%
352
582
$5.91K ﹤0.01%
+294
583
$5.88K ﹤0.01%
48
584
$5.74K ﹤0.01%
118
585
$5.71K ﹤0.01%
+20
586
$5.68K ﹤0.01%
51
+10
587
$5.66K ﹤0.01%
+119
588
$5.59K ﹤0.01%
66
-15
589
$5.57K ﹤0.01%
49
590
$5.57K ﹤0.01%
209
+70
591
$5.54K ﹤0.01%
99
+52
592
$5.48K ﹤0.01%
217
593
$5.46K ﹤0.01%
60
-242
594
$5.44K ﹤0.01%
200
595
$5.42K ﹤0.01%
22
596
$5.39K ﹤0.01%
252
597
$5.36K ﹤0.01%
60
-260
598
$5.35K ﹤0.01%
27
-2
599
$5.33K ﹤0.01%
47
+31
600
$5.31K ﹤0.01%
300
22 23
24
25 26