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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$429 ﹤0.01%
+11
702
$422 ﹤0.01%
+4
703
$420 ﹤0.01%
+50
704
$398 ﹤0.01%
+9
705
$384 ﹤0.01%
+18
706
$384 ﹤0.01%
84
707
$377 ﹤0.01%
+2
708
$374 ﹤0.01%
+4
709
$363 ﹤0.01%
15
710
$360 ﹤0.01%
15
711
$357 ﹤0.01%
+21
712
$357 ﹤0.01%
+7
713
$355 ﹤0.01%
+14
714
$345 ﹤0.01%
+13
715
$345 ﹤0.01%
+13
716
$342 ﹤0.01%
+10
717
$339 ﹤0.01%
+15
718
$332 ﹤0.01%
+7
719
$312 ﹤0.01%
+2
720
$309 ﹤0.01%
+16
721
$306 ﹤0.01%
+4
722
$300 ﹤0.01%
1,000
723
$298 ﹤0.01%
+9
724
$297 ﹤0.01%
+4
725
$293 ﹤0.01%
+5
27 28
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