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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.3K ﹤0.01%
27
727
$3.25K ﹤0.01%
733
728
$3.25K ﹤0.01%
125
729
$3.22K ﹤0.01%
16
730
$3.19K ﹤0.01%
8
731
$3.17K ﹤0.01%
126
732
$3.17K ﹤0.01%
56
733
$3.15K ﹤0.01%
36
734
$3.14K ﹤0.01%
+500
735
$3.13K ﹤0.01%
732
736
$3.13K ﹤0.01%
27
-6
737
$3.08K ﹤0.01%
45
738
$3.07K ﹤0.01%
171
739
$3.06K ﹤0.01%
636
+116
740
$3.04K ﹤0.01%
37
741
$3.02K ﹤0.01%
30
742
$3.01K ﹤0.01%
100
743
$2.99K ﹤0.01%
25
744
$2.97K ﹤0.01%
20
745
$2.97K ﹤0.01%
59
746
$2.94K ﹤0.01%
58
-539
747
$2.94K ﹤0.01%
100
+50
748
$2.94K ﹤0.01%
+48
749
$2.9K ﹤0.01%
69
750
$2.89K ﹤0.01%
133
28 29
30
31 32