TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TEF
751
DELISTED
Telefonica
TEF
$3.58K ﹤0.01%
+883
BILS icon
752
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$3.57K ﹤0.01%
36
RVLV icon
753
Revolve Group
RVLV
$1.83B
$3.56K ﹤0.01%
+118
AM icon
754
Antero Midstream
AM
$10.8B
$3.56K ﹤0.01%
+200
LCTU icon
755
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.43B
$3.56K ﹤0.01%
+48
IT icon
756
Gartner
IT
$12B
$3.53K ﹤0.01%
+14
UEC icon
757
Uranium Energy
UEC
$6.62B
$3.5K ﹤0.01%
+300
MARB icon
758
First Trust Merger Arbitrage ETF
MARB
$38.4M
$3.49K ﹤0.01%
+169
HR icon
759
Healthcare Realty
HR
$6.42B
$3.46K ﹤0.01%
+204
EES icon
760
WisdomTree US SmallCap Earnings Fund
EES
$657M
$3.46K ﹤0.01%
+61
DPZ icon
761
Domino's
DPZ
$13.5B
$3.33K ﹤0.01%
+8
IWF icon
762
iShares Russell 1000 Growth ETF
IWF
$117B
$3.31K ﹤0.01%
7
AFL icon
763
Aflac
AFL
$57.6B
$3.31K ﹤0.01%
+30
HSBC icon
764
HSBC
HSBC
$294B
$3.3K ﹤0.01%
+42
FXH icon
765
First Trust Health Care AlphaDEX Fund
FXH
$889M
$3.3K ﹤0.01%
+29
SHYG icon
766
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.77B
$3.3K ﹤0.01%
77
ST icon
767
Sensata Technologies
ST
$4.99B
$3.3K ﹤0.01%
+99
KD icon
768
Kyndryl
KD
$3.05B
$3.29K ﹤0.01%
+124
DFSV icon
769
Dimensional US Small Cap Value ETF
DFSV
$6.75B
$3.29K ﹤0.01%
+100
CRML icon
770
Critical Metals Corp
CRML
$1.14B
$3.28K ﹤0.01%
+472
CM icon
771
Canadian Imperial Bank of Commerce
CM
$92.9B
$3.26K ﹤0.01%
+36
GSOL
772
GRAYSCALE SOLANA TRUST
GSOL
$47.8M
$3.23K ﹤0.01%
+355
IEI icon
773
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$3.22K ﹤0.01%
27
HIMS icon
774
Hims & Hers Health
HIMS
$3.62B
$3.21K ﹤0.01%
+99
MMM icon
775
3M
MMM
$82.3B
$3.2K ﹤0.01%
+20