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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

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
$1.79K ﹤0.01%
21
-30
702
$1.79K ﹤0.01%
29
703
$1.77K ﹤0.01%
34
704
$1.77K ﹤0.01%
141
-22
705
$1.76K ﹤0.01%
+55
706
$1.76K ﹤0.01%
4
-7
707
$1.75K ﹤0.01%
+175
708
$1.75K ﹤0.01%
+55
709
$1.73K ﹤0.01%
545
710
$1.72K ﹤0.01%
100
711
$1.72K ﹤0.01%
+56
712
$1.71K ﹤0.01%
18
713
$1.67K ﹤0.01%
72
714
$1.67K ﹤0.01%
47
715
$1.63K ﹤0.01%
151
+28
716
$1.61K ﹤0.01%
290
717
$1.6K ﹤0.01%
194
-402
718
$1.6K ﹤0.01%
60
719
$1.59K ﹤0.01%
61
720
$1.58K ﹤0.01%
24
721
$1.57K ﹤0.01%
12
722
$1.54K ﹤0.01%
47
723
$1.53K ﹤0.01%
11
724
$1.53K ﹤0.01%
38
725
$1.53K ﹤0.01%
378
27 28
29
30 31