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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$598 ﹤0.01%
+15
677
$589 ﹤0.01%
+14
678
$587 ﹤0.01%
110
-80
679
$570 ﹤0.01%
15
680
$560 ﹤0.01%
100
681
$560 ﹤0.01%
25
682
$560 ﹤0.01%
+10
683
$557 ﹤0.01%
18
684
$552 ﹤0.01%
31
685
$552 ﹤0.01%
+7
686
$547 ﹤0.01%
+6
687
$542 ﹤0.01%
+20
688
$528 ﹤0.01%
5
689
$516 ﹤0.01%
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690
$512 ﹤0.01%
+19
691
$500 ﹤0.01%
37
692
$498 ﹤0.01%
+4
693
$496 ﹤0.01%
200
694
$494 ﹤0.01%
+51
695
$477 ﹤0.01%
+3
696
$470 ﹤0.01%
+21
697
$452 ﹤0.01%
100
698
$442 ﹤0.01%
+5
699
$433 ﹤0.01%
26
700
$432 ﹤0.01%
+10
26 27
28
29 30