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
726
$1.52K ﹤0.01%
82
727
$1.52K ﹤0.01%
11
728
$1.51K ﹤0.01%
400
729
$1.5K ﹤0.01%
50
730
$1.5K ﹤0.01%
44
731
$1.48K ﹤0.01%
+200
732
$1.48K ﹤0.01%
5
-12
733
$1.47K ﹤0.01%
9
734
$1.46K ﹤0.01%
20
735
$1.45K ﹤0.01%
17
736
$1.45K ﹤0.01%
402
-51
737
$1.44K ﹤0.01%
25
738
$1.44K ﹤0.01%
19
739
$1.44K ﹤0.01%
44
740
$1.44K ﹤0.01%
39
741
$1.43K ﹤0.01%
+24
742
$1.42K ﹤0.01%
69
743
$1.42K ﹤0.01%
18
744
$1.41K ﹤0.01%
9
745
$1.32K ﹤0.01%
49
746
$1.32K ﹤0.01%
13
747
$1.31K ﹤0.01%
17
-20
748
$1.31K ﹤0.01%
5
-12
749
$1.31K ﹤0.01%
18
750
$1.3K ﹤0.01%
22
28 29
30
31 32