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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.64K ﹤0.01%
+61
627
$5.62K ﹤0.01%
50
628
$5.61K ﹤0.01%
238
629
$5.61K ﹤0.01%
+152
630
$5.6K ﹤0.01%
32
+24
631
$5.57K ﹤0.01%
+73
632
$5.56K ﹤0.01%
12
+7
633
$5.54K ﹤0.01%
28
634
$5.53K ﹤0.01%
92
-6
635
$5.5K ﹤0.01%
190
-100
636
$5.4K ﹤0.01%
+212
637
$5.4K ﹤0.01%
252
638
$5.33K ﹤0.01%
200
-44
639
$5.31K ﹤0.01%
44
-48
640
$5.31K ﹤0.01%
217
641
$5.27K ﹤0.01%
+204
642
$5.25K ﹤0.01%
275
643
$5.21K ﹤0.01%
300
644
$5.21K ﹤0.01%
255
645
$5.2K ﹤0.01%
34
+5
646
$5.19K ﹤0.01%
261
-138
647
$5.18K ﹤0.01%
57
648
$5.17K ﹤0.01%
128
649
$5.16K ﹤0.01%
161
+39
650
$5.13K ﹤0.01%
81
+1
24 25
26
27 28