TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.23K ﹤0.01%
31
677
$2.19K ﹤0.01%
11
678
$2.15K ﹤0.01%
59
679
$2.14K ﹤0.01%
5
680
$2.13K ﹤0.01%
100
681
$2.12K ﹤0.01%
40
682
$2.11K ﹤0.01%
25
683
$2.03K ﹤0.01%
37
684
$2.01K ﹤0.01%
+66
685
$1.96K ﹤0.01%
26
686
$1.94K ﹤0.01%
+100
687
$1.93K ﹤0.01%
+68
688
$1.91K ﹤0.01%
+50
689
$1.91K ﹤0.01%
52
690
$1.91K ﹤0.01%
14
691
$1.9K ﹤0.01%
298
692
$1.9K ﹤0.01%
30
693
$1.89K ﹤0.01%
69
694
$1.88K ﹤0.01%
74
695
$1.87K ﹤0.01%
55
696
$1.86K ﹤0.01%
39
697
$1.82K ﹤0.01%
73
698
$1.82K ﹤0.01%
8
699
$1.79K ﹤0.01%
21
-30
700
$1.79K ﹤0.01%
29
26 27
28
29 30