TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.55K ﹤0.01%
91
652
$2.52K ﹤0.01%
28
-132
653
$2.52K ﹤0.01%
+167
654
$2.5K ﹤0.01%
520
655
$2.5K ﹤0.01%
141
656
$2.49K ﹤0.01%
28
657
$2.49K ﹤0.01%
30
658
$2.48K ﹤0.01%
156
659
$2.45K ﹤0.01%
36
660
$2.45K ﹤0.01%
49
661
$2.4K ﹤0.01%
120
-30
662
$2.39K ﹤0.01%
296
663
$2.39K ﹤0.01%
111
664
$2.39K ﹤0.01%
155
665
$2.37K ﹤0.01%
16
666
$2.37K ﹤0.01%
+26
667
$2.36K ﹤0.01%
100
668
$2.34K ﹤0.01%
+75
669
$2.32K ﹤0.01%
21
670
$2.31K ﹤0.01%
16
+1
671
$2.3K ﹤0.01%
5
672
$2.29K ﹤0.01%
32
673
$2.29K ﹤0.01%
50
674
$2.28K ﹤0.01%
6
675
$2.23K ﹤0.01%
57
25 26
27
28 29