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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.82K ﹤0.01%
+266
627
$5.8K ﹤0.01%
+43
628
$5.78K ﹤0.01%
12
+6
629
$5.71K ﹤0.01%
100
630
$5.69K ﹤0.01%
+250
631
$5.65K ﹤0.01%
+36
632
$5.63K ﹤0.01%
148
633
$5.62K ﹤0.01%
135
634
$5.6K ﹤0.01%
252
635
$5.58K ﹤0.01%
+238
636
$5.58K ﹤0.01%
13
637
$5.54K ﹤0.01%
+275
638
$5.53K ﹤0.01%
255
+100
639
$5.51K ﹤0.01%
50
640
$5.5K ﹤0.01%
94
-266
641
$5.5K ﹤0.01%
128
642
$5.49K ﹤0.01%
385
+310
643
$5.45K ﹤0.01%
+97
644
$5.42K ﹤0.01%
+23
645
$5.41K ﹤0.01%
57
646
$5.38K ﹤0.01%
106
-179
647
$5.35K ﹤0.01%
135
648
$5.3K ﹤0.01%
+16
649
$5.26K ﹤0.01%
53
+25
650
$5.24K ﹤0.01%
217
24 25
26
27 28