TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.04K ﹤0.01%
115
627
$3.03K ﹤0.01%
107
-279
628
$3.01K ﹤0.01%
50,110
629
$3K ﹤0.01%
81
630
$2.99K ﹤0.01%
57
631
$2.94K ﹤0.01%
59
632
$2.93K ﹤0.01%
30
633
$2.91K ﹤0.01%
100
634
$2.88K ﹤0.01%
78
635
$2.86K ﹤0.01%
56
636
$2.81K ﹤0.01%
26
637
$2.77K ﹤0.01%
69
638
$2.76K ﹤0.01%
133
639
$2.73K ﹤0.01%
110
-90
640
$2.7K ﹤0.01%
8
641
$2.68K ﹤0.01%
48
-3
642
$2.64K ﹤0.01%
82
643
$2.6K ﹤0.01%
45
-4
644
$2.6K ﹤0.01%
20
645
$2.59K ﹤0.01%
34
646
$2.59K ﹤0.01%
58
647
$2.58K ﹤0.01%
22
-15
648
$2.56K ﹤0.01%
36
649
$2.56K ﹤0.01%
6
650
$2.56K ﹤0.01%
20
24 25
26
27 28