TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.77K ﹤0.01%
34
702
$1.77K ﹤0.01%
141
-22
703
$1.76K ﹤0.01%
+55
704
$1.76K ﹤0.01%
4
-7
705
$1.75K ﹤0.01%
+175
706
$1.75K ﹤0.01%
+55
707
$1.73K ﹤0.01%
45
708
$1.72K ﹤0.01%
100
709
$1.72K ﹤0.01%
+56
710
$1.71K ﹤0.01%
18
711
$1.67K ﹤0.01%
72
712
$1.67K ﹤0.01%
47
713
$1.63K ﹤0.01%
151
+28
714
$1.61K ﹤0.01%
290
715
$1.6K ﹤0.01%
194
-402
716
$1.6K ﹤0.01%
60
717
$1.59K ﹤0.01%
61
718
$1.58K ﹤0.01%
24
719
$1.57K ﹤0.01%
12
720
$1.54K ﹤0.01%
47
721
$1.53K ﹤0.01%
11
722
$1.53K ﹤0.01%
38
723
$1.53K ﹤0.01%
378
724
$1.52K ﹤0.01%
82
725
$1.52K ﹤0.01%
11
27 28
29
30 31