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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.03%
628
-570
52
$62K 0.03%
223
53
$60K 0.03%
1,456
+161
54
$59.1K 0.03%
440
-1,787
55
$56.5K 0.03%
820
+106
56
$56.4K 0.03%
240
-125
57
$56.2K 0.03%
341
+42
58
$56K 0.03%
378
+46
59
$54.8K 0.02%
900
+156
60
$53.8K 0.02%
1,111
-4,967
61
$53.6K 0.02%
855
+414
62
$53.5K 0.02%
464
-2,116
63
$53.2K 0.02%
279
+25
64
$53.1K 0.02%
1,730
-2,045
65
$52.9K 0.02%
340
-29
66
$52.4K 0.02%
1,045
67
$52.3K 0.02%
304
+41
68
$52.3K 0.02%
273
+35
69
$52K 0.02%
1,242
+178
70
$51.4K 0.02%
1,138
+483
71
$51.3K 0.02%
901
+62
72
$51.3K 0.02%
174
+22
73
$51.1K 0.02%
262
+24
74
$50K 0.02%
357
+27
75
$49.4K 0.02%
660
+84
1 2
3
4 5