TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
1-Year Return
15.87%
This Quarter Return
+5.07%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$344M
AUM Growth
+$9.54M
(+2.9%)
Cap. Flow
-$33.5M
Cap. Flow
% of AUM
-9.75%
Top 10 Holdings %
Top 10 Hldgs %
75.57%
Holding
1,401
New
135
Increased
173
Reduced
238
Closed
167
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$10.2M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$5.97M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
+$4.94M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$4.58M |
| 5 |
Energy Select Sector SPDR Fund
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% |
