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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.09%
3,047
+1,687
52
$419K 0.09%
2,301
-229
53
$418K 0.09%
6,096
+591
54
$418K 0.09%
1,861
+193
55
$414K 0.09%
+14,195
56
$411K 0.09%
4,267
+87
57
$407K 0.09%
18,984
+1,617
58
$405K 0.09%
3,894
+512
59
$389K 0.08%
4,852
+908
60
$385K 0.08%
5,085
+1,315
61
$384K 0.08%
3,833
-775
62
$384K 0.08%
7,696
+7,694
63
$364K 0.08%
1,705
-576
64
$363K 0.08%
3,155
+410
65
$360K 0.08%
1,851
-332
66
$357K 0.08%
4,424
+179
67
$357K 0.08%
6,095
68
$355K 0.08%
1,171
+321
69
$348K 0.08%
2,544
+202
70
$345K 0.08%
4,454
-1,216
71
$339K 0.07%
7,880
+346
72
$334K 0.07%
1,945
-200
73
$333K 0.07%
1,459
+104
74
$329K 0.07%
11,768
-2,185
75
$329K 0.07%
657
-76
1 2
3
4 5