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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.09%
6,145
52
$318K 0.09%
12,600
-2,000
53
$310K 0.09%
4,260
+18
54
$307K 0.09%
3,109
+2,759
55
$303K 0.09%
8,900
-228
56
$299K 0.09%
2,222
+88
57
$296K 0.09%
2,992
+2,398
58
$289K 0.08%
2,393
+1,544
59
$286K 0.08%
2,393
-336
60
$284K 0.08%
+52,049
61
$278K 0.08%
1,769
-76
62
$276K 0.08%
1,900
-126
63
$272K 0.08%
2,562
+1
64
$268K 0.08%
3,472
+419
65
$260K 0.08%
29,875
66
$256K 0.07%
5,994
-341
67
$247K 0.07%
1,189
-39
68
$246K 0.07%
1,375
-33
69
$241K 0.07%
+3,675
70
$229K 0.07%
797
+386
71
$229K 0.07%
2,826
-22
72
$228K 0.07%
3,772
-279
73
$226K 0.07%
8,480
-614
74
$222K 0.06%
1,369
-69
75
$222K 0.06%
5,468
-112,634
1 2
3
4 5