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
$374M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.35M
3
+$1.38M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.26M

Top Sells

1
+$6.74M
2
+$1.19M
3
+$957K
4
RMTI icon
Rockwell Medical
RMTI
+$284K
5
OKUR
OnKure Therapeutics
OKUR
+$241K

Sector Composition

1 Technology 2.85%
2 Consumer Staples 1.64%
3 Industrials 1.55%
4 Healthcare 1.52%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.68K ﹤0.01%
73
677
$1.68K ﹤0.01%
+20
678
$1.68K ﹤0.01%
100
679
$1.68K ﹤0.01%
11
680
$1.68K ﹤0.01%
41
-33
681
$1.68K ﹤0.01%
55
682
$1.67K ﹤0.01%
15
-1
683
$1.66K ﹤0.01%
+169
684
$1.64K ﹤0.01%
84
685
$1.63K ﹤0.01%
18
686
$1.61K ﹤0.01%
8
-1
687
$1.59K ﹤0.01%
47
688
$1.57K ﹤0.01%
54
-250
689
$1.56K ﹤0.01%
13
+5
690
$1.55K ﹤0.01%
+44
691
$1.53K ﹤0.01%
+400
692
$1.51K ﹤0.01%
11
693
$1.5K ﹤0.01%
378
-724
694
$1.46K ﹤0.01%
82
695
$1.46K ﹤0.01%
545
696
$1.44K ﹤0.01%
35
-190
697
$1.39K ﹤0.01%
19
-6
698
$1.39K ﹤0.01%
38
-163
699
$1.39K ﹤0.01%
24
700
$1.38K ﹤0.01%
9
26 27
28
29 30