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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

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
$2.56K ﹤0.01%
6
652
$2.56K ﹤0.01%
20
653
$2.55K ﹤0.01%
91
654
$2.52K ﹤0.01%
28
-132
655
$2.52K ﹤0.01%
+167
656
$2.5K ﹤0.01%
520
657
$2.5K ﹤0.01%
141
658
$2.49K ﹤0.01%
28
659
$2.49K ﹤0.01%
30
660
$2.48K ﹤0.01%
156
661
$2.45K ﹤0.01%
36
662
$2.45K ﹤0.01%
49
663
$2.4K ﹤0.01%
120
-30
664
$2.39K ﹤0.01%
296
665
$2.39K ﹤0.01%
111
666
$2.39K ﹤0.01%
155
667
$2.37K ﹤0.01%
16
668
$2.37K ﹤0.01%
+26
669
$2.36K ﹤0.01%
100
670
$2.34K ﹤0.01%
+75
671
$2.32K ﹤0.01%
21
672
$2.31K ﹤0.01%
16
+1
673
$2.3K ﹤0.01%
5
674
$2.29K ﹤0.01%
32
675
$2.29K ﹤0.01%
50
25 26
27
28 29