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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.93K ﹤0.01%
97
602
$3.93K ﹤0.01%
119
603
$3.86K ﹤0.01%
68
604
$3.85K ﹤0.01%
177
605
$3.85K ﹤0.01%
+23
606
$3.84K ﹤0.01%
57
607
$3.84K ﹤0.01%
100
608
$3.81K ﹤0.01%
218
609
$3.74K ﹤0.01%
44
610
$3.73K ﹤0.01%
453
611
$3.73K ﹤0.01%
57
612
$3.73K ﹤0.01%
129
613
$3.71K ﹤0.01%
48
614
$3.67K ﹤0.01%
+546
615
$3.66K ﹤0.01%
24
-14
616
$3.66K ﹤0.01%
45
617
$3.65K ﹤0.01%
97
618
$3.63K ﹤0.01%
56
619
$3.61K ﹤0.01%
115
620
$3.59K ﹤0.01%
28
621
$3.57K ﹤0.01%
165
-1,152
622
$3.53K ﹤0.01%
453
623
$3.5K ﹤0.01%
70
624
$3.44K ﹤0.01%
124
625
$3.41K ﹤0.01%
79
23 24
25
26 27