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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90.5K 0.03%
1,234
+280
52
$89K 0.03%
665
+613
53
$86.9K 0.03%
418
+77
54
$86.7K 0.03%
514
+114
55
$86.1K 0.03%
2,005
+131
56
$83.5K 0.03%
2,645
57
$82.5K 0.03%
947
-673
58
$81.8K 0.03%
361
+83
59
$81.5K 0.03%
372
+61
60
$80.9K 0.03%
676
+69
61
$80.6K 0.03%
700
-18
62
$80.2K 0.03%
1,374
+209
63
$77.8K 0.03%
705
64
$77.2K 0.02%
1,068
+183
65
$75.3K 0.02%
1,352
+90
66
$73.9K 0.02%
423
+59
67
$73.8K 0.02%
367
+65
68
$73.4K 0.02%
337
69
$71.8K 0.02%
1,278
+255
70
$71.5K 0.02%
+4,000
71
$69K 0.02%
2,217
+647
72
$68.9K 0.02%
742
-25
73
$68.8K 0.02%
628
74
$66.9K 0.02%
223
75
$62.7K 0.02%
1,695
1 2
3
4 5