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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6.75K ﹤0.01%
+34
602
$6.72K ﹤0.01%
150
603
$6.69K ﹤0.01%
952
+262
604
$6.6K ﹤0.01%
114
605
$6.58K ﹤0.01%
+21
606
$6.56K ﹤0.01%
158
-10
607
$6.52K ﹤0.01%
70
608
$6.43K ﹤0.01%
28
+5
609
$6.42K ﹤0.01%
650
610
$6.41K ﹤0.01%
50
611
$6.4K ﹤0.01%
54
-8
612
$6.32K ﹤0.01%
134
+100
613
$6.31K ﹤0.01%
28
614
$6.28K ﹤0.01%
96
615
$6.24K ﹤0.01%
352
+91
616
$6.2K ﹤0.01%
100
617
$6.16K ﹤0.01%
534
618
$6.09K ﹤0.01%
30
619
$6.05K ﹤0.01%
50
620
$5.97K ﹤0.01%
84
+39
621
$5.97K ﹤0.01%
155
622
$5.92K ﹤0.01%
399
623
$5.86K ﹤0.01%
43
624
$5.68K ﹤0.01%
49
+14
625
$5.65K ﹤0.01%
250
23 24
25
26 27