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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.12%
3,913
-107
52
$463K 0.12%
+20,796
53
$453K 0.11%
4,719
-108
54
$452K 0.11%
5,147
+17
55
$450K 0.11%
14,008
-426
56
$411K 0.1%
2,707
-765
57
$406K 0.1%
2,386
+225
58
$374K 0.09%
4,180
-10
59
$366K 0.09%
7,430
+703
60
$362K 0.09%
4,464
+208
61
$353K 0.09%
4,720
+291
62
$348K 0.09%
2,331
+331
63
$342K 0.09%
+3,086
64
$341K 0.09%
6,145
65
$332K 0.08%
2,145
-3
66
$330K 0.08%
5,011
+685
67
$327K 0.08%
1,557
+176
68
$325K 0.08%
2,330
-62
69
$325K 0.08%
1,306
+370
70
$319K 0.08%
7,284
+794
71
$317K 0.08%
12,600
72
$300K 0.07%
686
+383
73
$298K 0.07%
2,706
+383
74
$297K 0.07%
2,867
-190
75
$295K 0.07%
1,874
+282
1 2
3
4 5