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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$144K 0.05%
632
+410
52
$140K 0.05%
769
+222
53
$135K 0.04%
1,361
+393
54
$133K 0.04%
1,252
+115
55
$131K 0.04%
2,823
+269
56
$131K 0.04%
5,490
+1,623
57
$130K 0.04%
3,111
+2,586
58
$130K 0.04%
1,033
+237
59
$130K 0.04%
2,890
60
$124K 0.04%
3,427
+839
61
$122K 0.04%
917
+489
62
$122K 0.04%
1,550
+381
63
$121K 0.04%
2,224
+710
64
$113K 0.04%
1,391
65
$113K 0.04%
419
+104
66
$111K 0.04%
2,373
+578
67
$109K 0.04%
525
+64
68
$109K 0.04%
580
+135
69
$108K 0.04%
486
+113
70
$103K 0.03%
3,245
+656
71
$99.7K 0.03%
1,492
+902
72
$98.6K 0.03%
+566
73
$95.8K 0.03%
2,257
+830
74
$94.9K 0.03%
1,536
+439
75
$94.8K 0.03%
1,482
+1,376
1 2
3
4 5