TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,959
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.16M
3
+$3.46M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.5M

Top Sells

1
+$6.93M
2
+$6.43M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.15M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4.03K ﹤0.01%
70
702
$4.02K ﹤0.01%
47
+29
703
$3.88K ﹤0.01%
2,100
+2,000
704
$3.87K ﹤0.01%
24
705
$3.77K ﹤0.01%
55
706
$3.76K ﹤0.01%
185
707
$3.73K ﹤0.01%
145
708
$3.69K ﹤0.01%
+73
709
$3.68K ﹤0.01%
+30
710
$3.67K ﹤0.01%
+70
711
$3.66K ﹤0.01%
453
712
$3.63K ﹤0.01%
160
+50
713
$3.54K ﹤0.01%
97
714
$3.53K ﹤0.01%
42
+40
715
$3.5K ﹤0.01%
14
-35
716
$3.44K ﹤0.01%
132
717
$3.41K ﹤0.01%
24
718
$3.36K ﹤0.01%
218
719
$3.35K ﹤0.01%
65
720
$3.34K ﹤0.01%
45
+29
721
$3.31K ﹤0.01%
81
722
$3.31K ﹤0.01%
600
723
$3.31K ﹤0.01%
118
724
$3.3K ﹤0.01%
27
725
$3.25K ﹤0.01%
733
27 28
29
30 31