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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.77K ﹤0.01%
4
702
$2.77K ﹤0.01%
159
703
$2.77K ﹤0.01%
83
-7
704
$2.77K ﹤0.01%
57
705
$2.72K ﹤0.01%
8
706
$2.71K ﹤0.01%
107
-107
707
$2.7K ﹤0.01%
19
708
$2.62K ﹤0.01%
8
709
$2.57K ﹤0.01%
17
710
$2.55K ﹤0.01%
520
711
$2.54K ﹤0.01%
30
-6
712
$2.49K ﹤0.01%
11
713
$2.48K ﹤0.01%
9
714
$2.47K ﹤0.01%
51
-6
715
$2.45K ﹤0.01%
68
-46
716
$2.44K ﹤0.01%
4
717
$2.42K ﹤0.01%
13
718
$2.42K ﹤0.01%
6
719
$2.4K ﹤0.01%
38
720
$2.37K ﹤0.01%
8
721
$2.33K ﹤0.01%
41
722
$2.33K ﹤0.01%
100
723
$2.32K ﹤0.01%
55
724
$2.31K ﹤0.01%
704
-29
725
$2.31K ﹤0.01%
91
27 28
29
30 31