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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$993 ﹤0.01%
16
627
$992 ﹤0.01%
25
628
$980 ﹤0.01%
15
629
$977 ﹤0.01%
25
630
$977 ﹤0.01%
280
631
$966 ﹤0.01%
+11
632
$958 ﹤0.01%
19
633
$945 ﹤0.01%
+2
634
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50
635
$935 ﹤0.01%
+25
636
$905 ﹤0.01%
33
637
$903 ﹤0.01%
286
638
$902 ﹤0.01%
+6
639
$901 ﹤0.01%
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640
$892 ﹤0.01%
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641
$873 ﹤0.01%
12
642
$862 ﹤0.01%
38
643
$857 ﹤0.01%
61
644
$847 ﹤0.01%
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$844 ﹤0.01%
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646
$844 ﹤0.01%
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647
$837 ﹤0.01%
+15
648
$827 ﹤0.01%
+7
649
$811 ﹤0.01%
+12
650
$807 ﹤0.01%
50
24 25
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