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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.21K ﹤0.01%
144
-110
652
$5.21K ﹤0.01%
15
653
$5.2K ﹤0.01%
300
654
$5.18K ﹤0.01%
80
+1
655
$5.14K ﹤0.01%
+32
656
$5.14K ﹤0.01%
102
657
$5.13K ﹤0.01%
50
658
$5.13K ﹤0.01%
+28
659
$5.08K ﹤0.01%
+13
660
$4.99K ﹤0.01%
+196
661
$4.96K ﹤0.01%
100
662
$4.95K ﹤0.01%
23
663
$4.85K ﹤0.01%
107
664
$4.83K ﹤0.01%
69
665
$4.8K ﹤0.01%
55
666
$4.78K ﹤0.01%
+36
667
$4.77K ﹤0.01%
193
668
$4.75K ﹤0.01%
24
669
$4.73K ﹤0.01%
97
670
$4.72K ﹤0.01%
94
-19
671
$4.61K ﹤0.01%
45
-1
672
$4.54K ﹤0.01%
66
673
$4.54K ﹤0.01%
127
+80
674
$4.52K ﹤0.01%
609
+319
675
$4.52K ﹤0.01%
+36
25 26
27
28 29