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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.68K ﹤0.01%
+30
752
$1.67K ﹤0.01%
+18
753
$1.67K ﹤0.01%
72
754
$1.67K ﹤0.01%
39
755
$1.66K ﹤0.01%
124
-313
756
$1.66K ﹤0.01%
18
757
$1.65K ﹤0.01%
50
758
$1.62K ﹤0.01%
47
-325
759
$1.61K ﹤0.01%
40
760
$1.6K ﹤0.01%
15
761
$1.6K ﹤0.01%
32
762
$1.58K ﹤0.01%
84
-2,840
763
$1.58K ﹤0.01%
116
764
$1.57K ﹤0.01%
16
765
$1.55K ﹤0.01%
11
766
$1.54K ﹤0.01%
+2,800
767
$1.54K ﹤0.01%
50
768
$1.53K ﹤0.01%
450
769
$1.51K ﹤0.01%
50
770
$1.5K ﹤0.01%
82
-66
771
$1.42K ﹤0.01%
159
772
$1.41K ﹤0.01%
10
773
$1.39K ﹤0.01%
+25
774
$1.38K ﹤0.01%
12
775
$1.38K ﹤0.01%
17
+4
29 30
31
32 33