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
726
$290 ﹤0.01%
+6
727
$287 ﹤0.01%
9
728
$273 ﹤0.01%
50
729
$273 ﹤0.01%
9
730
$270 ﹤0.01%
+12
731
$266 ﹤0.01%
+11
732
$258 ﹤0.01%
+26
733
$253 ﹤0.01%
16
734
$245 ﹤0.01%
+7
735
– –
0
736
$237 ﹤0.01%
2
737
$233 ﹤0.01%
+47
738
$230 ﹤0.01%
+1
739
$217 ﹤0.01%
+3
740
$207 ﹤0.01%
150
741
– –
0
742
$192 ﹤0.01%
+7
743
$191 ﹤0.01%
+3
744
$184 ﹤0.01%
+2
745
$184 ﹤0.01%
11
746
$175 ﹤0.01%
+3
747
$172 ﹤0.01%
+4
748
$170 ﹤0.01%
500
749
$160 ﹤0.01%
100
750
$151 ﹤0.01%
+1
28 29
30
31 32