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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.32K ﹤0.01%
7
677
$3.31K ﹤0.01%
33
678
$3.28K ﹤0.01%
125
679
$3.26K ﹤0.01%
50,110
680
$3.23K ﹤0.01%
60
681
$3.21K ﹤0.01%
30
682
$3.19K ﹤0.01%
416
-127
683
$3.18K ﹤0.01%
59
+24
684
$3.18K ﹤0.01%
100
685
$3.14K ﹤0.01%
156
686
$3.13K ﹤0.01%
+123
687
$3.13K ﹤0.01%
18
688
$3.12K ﹤0.01%
6
-4
689
$3.08K ﹤0.01%
155
+106
690
$3.08K ﹤0.01%
100
691
$3.08K ﹤0.01%
94
-6
692
$3.07K ﹤0.01%
48
693
$3.05K ﹤0.01%
132
-280
694
$3.01K ﹤0.01%
+71
695
$2.98K ﹤0.01%
+128
696
$2.98K ﹤0.01%
88
+17
697
$2.96K ﹤0.01%
80
698
$2.89K ﹤0.01%
45
+15
699
$2.86K ﹤0.01%
296
-494
700
$2.8K ﹤0.01%
77
+34
26 27
28
29 30