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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$795 ﹤0.01%
17
652
$787 ﹤0.01%
+7
653
$779 ﹤0.01%
+10
654
$773 ﹤0.01%
+18
655
$746 ﹤0.01%
20
656
$735 ﹤0.01%
15
657
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+6
658
$723 ﹤0.01%
100
659
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+3
660
$715 ﹤0.01%
50
661
$713 ﹤0.01%
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662
$677 ﹤0.01%
8
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$675 ﹤0.01%
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664
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$643 ﹤0.01%
15
668
$643 ﹤0.01%
18
-73
669
$638 ﹤0.01%
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670
$635 ﹤0.01%
+18
671
$633 ﹤0.01%
+7
672
$631 ﹤0.01%
+6
673
$623 ﹤0.01%
150
-237
674
$608 ﹤0.01%
+3
675
$599 ﹤0.01%
20
25 26
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