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
601
$6.86K ﹤0.01%
320
602
$6.8K ﹤0.01%
28
603
$6.8K ﹤0.01%
244
-93
604
$6.76K ﹤0.01%
96
605
$6.7K ﹤0.01%
+145
606
$6.64K ﹤0.01%
155
607
$6.54K ﹤0.01%
27
608
$6.5K ﹤0.01%
100
609
$6.49K ﹤0.01%
+590
610
$6.42K ﹤0.01%
50
611
$6.16K ﹤0.01%
50
612
$6.12K ﹤0.01%
30
613
$6.12K ﹤0.01%
+11
614
$6.11K ﹤0.01%
98
615
$6.08K ﹤0.01%
+29
616
$6.08K ﹤0.01%
534
617
$6.08K ﹤0.01%
52
618
$6.02K ﹤0.01%
+1,213
619
$6K ﹤0.01%
+500
620
$5.98K ﹤0.01%
1,129
-296
621
$5.91K ﹤0.01%
+320
622
$5.89K ﹤0.01%
170
623
$5.88K ﹤0.01%
+261
624
$5.88K ﹤0.01%
+523
625
$5.86K ﹤0.01%
+2,000
23 24
25
26 27