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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78.2K 0.03%
705
+20
52
$77.2K 0.03%
1,874
+7
53
$76.4K 0.03%
1,996
54
$74.5K 0.03%
461
+83
55
$73.8K 0.03%
+1,674
56
$73.7K 0.03%
150
+100
57
$72K 0.03%
767
58
$71.4K 0.03%
337
59
$70.8K 0.03%
1,422
+822
60
$69.9K 0.03%
429
+88
61
$69.5K 0.03%
1,262
+20
62
$69.2K 0.02%
1,000
63
$67.1K 0.02%
400
+43
64
$65.9K 0.02%
885
-15
65
$64.8K 0.02%
628
66
$64.3K 0.02%
1,695
67
$64.2K 0.02%
179
+5
68
$64K 0.02%
223
69
$63.7K 0.02%
302
+23
70
$63.1K 0.02%
364
+60
71
$63.1K 0.02%
607
+594
72
$62.1K 0.02%
311
+38
73
$61.9K 0.02%
954
+134
74
$61.8K 0.02%
1,023
+122
75
$61.5K 0.02%
341
+79
1 2
3
4 5