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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.3K ﹤0.01%
847
-200
602
$5.24K ﹤0.01%
161
603
$5.22K ﹤0.01%
202
+106
604
$5.2K ﹤0.01%
83
+1
605
$5.2K ﹤0.01%
275
606
$5.17K ﹤0.01%
+446
607
$5.16K ﹤0.01%
+172
608
$5.16K ﹤0.01%
57
609
$5.08K ﹤0.01%
100
610
$5.05K ﹤0.01%
+36
611
$4.99K ﹤0.01%
+276
612
$4.99K ﹤0.01%
+94
613
$4.98K ﹤0.01%
179
614
$4.96K ﹤0.01%
28
615
$4.95K ﹤0.01%
55
616
$4.93K ﹤0.01%
15
-3
617
$4.93K ﹤0.01%
170
618
$4.9K ﹤0.01%
193
619
$4.89K ﹤0.01%
+73
620
$4.89K ﹤0.01%
+153
621
$4.85K ﹤0.01%
37
622
$4.8K ﹤0.01%
+150
623
$4.79K ﹤0.01%
100
624
$4.78K ﹤0.01%
+17
625
$4.77K ﹤0.01%
+150
23 24
25
26 27