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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.72K ﹤0.01%
550
-100
627
$4.72K ﹤0.01%
124
628
$4.66K ﹤0.01%
+38
629
$4.65K ﹤0.01%
54
630
$4.63K ﹤0.01%
+100
631
$4.59K ﹤0.01%
111
+8
632
$4.55K ﹤0.01%
252
633
$4.51K ﹤0.01%
+537
634
$4.4K ﹤0.01%
21
635
$4.4K ﹤0.01%
24
-11
636
$4.37K ﹤0.01%
145
637
$4.3K ﹤0.01%
179
638
$4.29K ﹤0.01%
19
-5
639
$4.29K ﹤0.01%
124
+1
640
$4.27K ﹤0.01%
115
+4
641
$4.27K ﹤0.01%
+100
642
$4.25K ﹤0.01%
+20
643
$4.23K ﹤0.01%
+40
644
$4.23K ﹤0.01%
453
645
$4.22K ﹤0.01%
+70
646
$4.21K ﹤0.01%
200
647
$4.2K ﹤0.01%
+63
648
$4.19K ﹤0.01%
69
-16
649
$4.17K ﹤0.01%
47
-14
650
$4.11K ﹤0.01%
+34
24 25
26
27 28