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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.51K ﹤0.01%
91
677
$2.51K ﹤0.01%
30
678
$2.51K ﹤0.01%
121
679
$2.51K ﹤0.01%
14
-44
680
$2.5K ﹤0.01%
30
681
$2.48K ﹤0.01%
36
682
$2.47K ﹤0.01%
58
683
$2.46K ﹤0.01%
17
+16
684
$2.45K ﹤0.01%
200
685
$2.43K ﹤0.01%
23
686
$2.41K ﹤0.01%
58
687
$2.37K ﹤0.01%
46
-19
688
$2.37K ﹤0.01%
141
689
$2.37K ﹤0.01%
100
690
$2.35K ﹤0.01%
+170
691
$2.34K ﹤0.01%
+250
692
$2.33K ﹤0.01%
156
693
$2.33K ﹤0.01%
+73
694
$2.31K ﹤0.01%
296
695
$2.3K ﹤0.01%
+18
696
$2.28K ﹤0.01%
+100
697
$2.27K ﹤0.01%
13
698
$2.25K ﹤0.01%
69
699
$2.24K ﹤0.01%
36
700
$2.23K ﹤0.01%
20
26 27
28
29 30