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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3.97K ﹤0.01%
+1,470
652
$3.96K ﹤0.01%
44
653
$3.93K ﹤0.01%
+260
654
$3.83K ﹤0.01%
100
-34
655
$3.82K ﹤0.01%
38
656
$3.81K ﹤0.01%
29
657
$3.74K ﹤0.01%
69
658
$3.67K ﹤0.01%
36
659
$3.66K ﹤0.01%
73
-51
660
$3.63K ﹤0.01%
110
661
$3.62K ﹤0.01%
70
662
$3.61K ﹤0.01%
155
-31
663
$3.6K ﹤0.01%
20
664
$3.6K ﹤0.01%
119
-29
665
$3.58K ﹤0.01%
+16
666
$3.56K ﹤0.01%
35
667
$3.54K ﹤0.01%
16
+3
668
$3.54K ﹤0.01%
70
669
$3.41K ﹤0.01%
330
670
$3.41K ﹤0.01%
46
671
$3.4K ﹤0.01%
39
672
$3.4K ﹤0.01%
800
673
$3.39K ﹤0.01%
7
674
$3.39K ﹤0.01%
136
+15
675
$3.33K ﹤0.01%
262
+52
25 26
27
28 29