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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.51K ﹤0.01%
+37
677
$4.51K ﹤0.01%
142
678
$4.45K ﹤0.01%
+219
679
$4.43K ﹤0.01%
106
680
$4.4K ﹤0.01%
41
681
$4.39K ﹤0.01%
110
682
$4.37K ﹤0.01%
90
683
$4.37K ﹤0.01%
58
684
$4.37K ﹤0.01%
+179
685
$4.33K ﹤0.01%
60
686
$4.3K ﹤0.01%
35
687
$4.3K ﹤0.01%
29
-23
688
$4.29K ﹤0.01%
+122
689
$4.27K ﹤0.01%
+200
690
$4.25K ﹤0.01%
231
691
$4.24K ﹤0.01%
+260
692
$4.22K ﹤0.01%
131
693
$4.2K ﹤0.01%
179
694
$4.18K ﹤0.01%
50
695
$4.15K ﹤0.01%
56
696
$4.14K ﹤0.01%
+396
697
$4.11K ﹤0.01%
68
698
$4.11K ﹤0.01%
+45
699
$4.11K ﹤0.01%
375
700
$4.1K ﹤0.01%
44
26 27
28
29 30