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
626
$3.37K ﹤0.01%
85
627
$3.35K ﹤0.01%
145
628
$3.33K ﹤0.01%
33
-40
629
$3.31K ﹤0.01%
+200
630
$3.3K ﹤0.01%
108
631
$3.28K ﹤0.01%
+55
632
$3.23K ﹤0.01%
51
633
$3.23K ﹤0.01%
57
634
$3.22K ﹤0.01%
25
635
$3.21K ﹤0.01%
+200
636
$3.15K ﹤0.01%
129
637
$3.15K ﹤0.01%
126
638
$3.12K ﹤0.01%
74
639
$3.12K ﹤0.01%
70
-131
640
$3.11K ﹤0.01%
118
641
$3.09K ﹤0.01%
+40
642
$3.07K ﹤0.01%
55
643
$3.02K ﹤0.01%
104
644
$3K ﹤0.01%
113
645
$3K ﹤0.01%
+114
646
$3K ﹤0.01%
58
647
$2.98K ﹤0.01%
100
-600
648
$2.97K ﹤0.01%
140
-678
649
$2.95K ﹤0.01%
12
-25
650
$2.95K ﹤0.01%
18
24 25
26
27 28