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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$64K 0.04%
+301
52
$60.2K 0.04%
+503
53
$59.3K 0.04%
+352
54
$55.4K 0.03%
+2,550
55
$55.2K 0.03%
+1,100
56
$54.8K 0.03%
+2,075
57
$54.5K 0.03%
+1,806
58
$54.2K 0.03%
+1,128
59
$54.2K 0.03%
+1,083
60
$51.7K 0.03%
+223
61
$50.8K 0.03%
+1,448
62
$49.7K 0.03%
+1,204
63
$49.3K 0.03%
+2,214
64
$49.2K 0.03%
+452
65
$49.1K 0.03%
+448
66
$48.3K 0.03%
+782
67
$46.9K 0.03%
+400
68
$46.2K 0.03%
+174
69
$45.5K 0.03%
+497
70
$43.9K 0.03%
+636
71
$43K 0.03%
+633
72
$40.4K 0.02%
+374
73
$39.1K 0.02%
+281
74
$38.6K 0.02%
+180
75
$37.1K 0.02%
+708
1 2
3
4 5