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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.22K ﹤0.01%
32
702
$2.22K ﹤0.01%
155
703
$2.2K ﹤0.01%
69
704
$2.17K ﹤0.01%
+50
705
$2.15K ﹤0.01%
38
-16
706
$2.12K ﹤0.01%
57
707
$2.11K ﹤0.01%
+258
708
$2.1K ﹤0.01%
17
709
$2.09K ﹤0.01%
42
710
$2.07K ﹤0.01%
59
711
$2.07K ﹤0.01%
+32
712
$2.06K ﹤0.01%
+11
713
$2.02K ﹤0.01%
30
714
$2.02K ﹤0.01%
52
715
$2.01K ﹤0.01%
+101
716
$2K ﹤0.01%
+61
717
$2K ﹤0.01%
+24
718
$1.98K ﹤0.01%
+202
719
$1.97K ﹤0.01%
80
720
$1.96K ﹤0.01%
25
721
$1.94K ﹤0.01%
37
722
$1.94K ﹤0.01%
51
723
$1.94K ﹤0.01%
+108
724
$1.94K ﹤0.01%
+17
725
$1.94K ﹤0.01%
11
27 28
29
30 31