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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$146 ﹤0.01%
+1
752
$146 ﹤0.01%
+10
753
$145 ﹤0.01%
+1
754
$145 ﹤0.01%
3
755
$143 ﹤0.01%
+1
756
$141 ﹤0.01%
+39
757
$140 ﹤0.01%
1,000
758
$137 ﹤0.01%
8
759
$131 ﹤0.01%
+10
760
$129 ﹤0.01%
+1
761
$124 ﹤0.01%
+3
762
$122 ﹤0.01%
+84
763
$120 ﹤0.01%
1,000
764
$119 ﹤0.01%
100
765
$114 ﹤0.01%
2
766
$114 ﹤0.01%
4
-36
767
$101 ﹤0.01%
+3
768
$98 ﹤0.01%
+1
769
$88 ﹤0.01%
+1
770
$88 ﹤0.01%
+4
771
$87 ﹤0.01%
+3
772
$83 ﹤0.01%
+1
773
$80 ﹤0.01%
+5
774
$75 ﹤0.01%
1
775
$74 ﹤0.01%
4
29 30
31
32 33