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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.06M
3 +$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$4.44K ﹤0.01%
+22
677
$4.4K ﹤0.01%
+29
678
$4.37K ﹤0.01%
90
679
$4.37K ﹤0.01%
69
680
$4.36K ﹤0.01%
732
681
$4.35K ﹤0.01%
142
682
$4.34K ﹤0.01%
+273
683
$4.33K ﹤0.01%
179
684
$4.31K ﹤0.01%
+89
685
$4.28K ﹤0.01%
167
686
$4.27K ﹤0.01%
402
+6
687
$4.24K ﹤0.01%
55
688
$4.22K ﹤0.01%
200
689
$4.21K ﹤0.01%
231
690
$4.2K ﹤0.01%
24
691
$4.2K ﹤0.01%
+71
692
$4.19K ﹤0.01%
70
693
$4.18K ﹤0.01%
103
-97
694
$4.13K ﹤0.01%
179
695
$4.13K ﹤0.01%
40
+23
696
$4.12K ﹤0.01%
1,147
697
$4.11K ﹤0.01%
1,340
+607
698
$4.09K ﹤0.01%
252
699
$4.09K ﹤0.01%
+115
700
$4.09K ﹤0.01%
4
+3