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
601
$1.17K ﹤0.01%
+19
602
$1.16K ﹤0.01%
69
603
$1.16K ﹤0.01%
+43
604
$1.14K ﹤0.01%
79
605
$1.12K ﹤0.01%
+18
606
$1.11K ﹤0.01%
25
607
$1.11K ﹤0.01%
+30
608
$1.11K ﹤0.01%
+91
609
$1.09K ﹤0.01%
80
610
$1.09K ﹤0.01%
+37
611
$1.08K ﹤0.01%
9
612
$1.08K ﹤0.01%
13
613
$1.06K ﹤0.01%
+10
614
$1.06K ﹤0.01%
35
-115
615
$1.04K ﹤0.01%
+10
616
$1.04K ﹤0.01%
10
-7
617
$1.04K ﹤0.01%
23
618
$1.03K ﹤0.01%
68
619
$1.03K ﹤0.01%
12
-297
620
$1.02K ﹤0.01%
+7
621
$1.02K ﹤0.01%
27
-37
622
$1.01K ﹤0.01%
78
623
$1.01K ﹤0.01%
15
624
$1K ﹤0.01%
+22
625
$998 ﹤0.01%
+7
23 24
25
26 27