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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.95K ﹤0.01%
155
652
$2.95K ﹤0.01%
100
653
$2.94K ﹤0.01%
62
654
$2.9K ﹤0.01%
600
655
$2.9K ﹤0.01%
+313
656
$2.89K ﹤0.01%
25
657
$2.88K ﹤0.01%
37
658
$2.87K ﹤0.01%
81
659
$2.85K ﹤0.01%
110
660
$2.78K ﹤0.01%
37
-18
661
$2.77K ﹤0.01%
82
662
$2.77K ﹤0.01%
200
+150
663
$2.73K ﹤0.01%
77
664
$2.73K ﹤0.01%
12
665
$2.72K ﹤0.01%
+20
666
$2.69K ﹤0.01%
10
667
$2.69K ﹤0.01%
200
-250
668
$2.68K ﹤0.01%
+520
669
$2.67K ﹤0.01%
42
670
$2.66K ﹤0.01%
326
+300
671
$2.64K ﹤0.01%
40
672
$2.6K ﹤0.01%
100
673
$2.57K ﹤0.01%
290
674
$2.57K ﹤0.01%
21
-34
675
$2.51K ﹤0.01%
+305
25 26
27
28 29