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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93.1K 0.03%
556
-22
52
$93.1K 0.03%
525
-5
53
$92.5K 0.03%
961
+256
54
$91.9K 0.03%
2,690
-1,373
55
$88.6K 0.03%
2,343
+126
56
$86.4K 0.03%
150
-15
57
$85.9K 0.03%
859
-209
58
$85.1K 0.03%
1,532
+180
59
$84.2K 0.03%
482
-32
60
$82.9K 0.03%
1,103
+156
61
$82.7K 0.03%
342
-19
62
$82.1K 0.03%
1,587
-1,144
63
$80.7K 0.03%
1,907
-98
64
$80.5K 0.03%
1,554
+180
65
$80K 0.03%
744
+44
66
$78.6K 0.02%
476
+53
67
$77.5K 0.02%
1,458
+180
68
$76.6K 0.02%
415
-3
69
$75K 0.02%
369
-3
70
$73.7K 0.02%
658
-18
71
$71.6K 0.02%
812
+348
72
$69.5K 0.02%
206
-13
73
$68.6K 0.02%
4,000
74
$67K 0.02%
363
-4
75
$66.8K 0.02%
186
+108
1 2
3
4 5