TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

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
726
$1.51K ﹤0.01%
400
727
$1.5K ﹤0.01%
50
728
$1.5K ﹤0.01%
44
729
$1.48K ﹤0.01%
+200
730
$1.48K ﹤0.01%
5
-12
731
$1.47K ﹤0.01%
9
732
$1.46K ﹤0.01%
20
733
$1.45K ﹤0.01%
17
734
$1.45K ﹤0.01%
402
-51
735
$1.44K ﹤0.01%
25
736
$1.44K ﹤0.01%
19
737
$1.44K ﹤0.01%
44
738
$1.44K ﹤0.01%
39
739
$1.43K ﹤0.01%
+24
740
$1.42K ﹤0.01%
69
741
$1.42K ﹤0.01%
18
742
$1.41K ﹤0.01%
9
743
$1.32K ﹤0.01%
49
744
$1.32K ﹤0.01%
13
745
$1.31K ﹤0.01%
17
-20
746
$1.31K ﹤0.01%
5
-12
747
$1.31K ﹤0.01%
18
748
$1.3K ﹤0.01%
22
749
$1.29K ﹤0.01%
25
750
$1.27K ﹤0.01%
19
28 29
30
31 32