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
726
$1.93K ﹤0.01%
9
-27
727
$1.93K ﹤0.01%
6
728
$1.91K ﹤0.01%
5
-9
729
$1.91K ﹤0.01%
16
730
$1.9K ﹤0.01%
190
+73
731
$1.9K ﹤0.01%
26
732
$1.89K ﹤0.01%
163
733
$1.89K ﹤0.01%
74
734
$1.87K ﹤0.01%
13
-109
735
$1.87K ﹤0.01%
30
-94
736
$1.87K ﹤0.01%
17
-265
737
$1.87K ﹤0.01%
16
-144
738
$1.86K ﹤0.01%
+25
739
$1.86K ﹤0.01%
+7
740
$1.82K ﹤0.01%
39
741
$1.78K ﹤0.01%
55
742
$1.78K ﹤0.01%
73
743
$1.77K ﹤0.01%
42
744
$1.77K ﹤0.01%
6
-50
745
$1.77K ﹤0.01%
100
746
$1.77K ﹤0.01%
100
747
$1.77K ﹤0.01%
133
748
$1.73K ﹤0.01%
32
+28
749
$1.71K ﹤0.01%
5
-1
750
$1.7K ﹤0.01%
44
28 29
30
31 32