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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5.13K ﹤0.01%
144
652
$5.12K ﹤0.01%
102
653
$5.09K ﹤0.01%
102
-40
654
$5.04K ﹤0.01%
13
655
$5K ﹤0.01%
+87
656
$4.99K ﹤0.01%
193
657
$4.99K ﹤0.01%
+17
658
$4.98K ﹤0.01%
225
+125
659
$4.93K ﹤0.01%
+27
660
$4.87K ﹤0.01%
32
661
$4.87K ﹤0.01%
41
662
$4.87K ﹤0.01%
100
663
$4.81K ﹤0.01%
+24
664
$4.79K ﹤0.01%
35
-250
665
$4.7K ﹤0.01%
+67
666
$4.63K ﹤0.01%
+81
667
$4.63K ﹤0.01%
59
+22
668
$4.51K ﹤0.01%
26
+15
669
$4.5K ﹤0.01%
45
670
$4.49K ﹤0.01%
16
671
$4.47K ﹤0.01%
+85
672
$4.46K ﹤0.01%
22
-153
673
$4.46K ﹤0.01%
91
-293
674
$4.46K ﹤0.01%
94
675
$4.44K ﹤0.01%
58
25 26
27
28 29