TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

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
751
$1.27K ﹤0.01%
100
-70
752
$1.27K ﹤0.01%
27
753
$1.26K ﹤0.01%
12
754
$1.26K ﹤0.01%
54
755
$1.25K ﹤0.01%
62
756
$1.24K ﹤0.01%
75
757
$1.2K ﹤0.01%
3
758
$1.19K ﹤0.01%
108
759
$1.18K ﹤0.01%
78
760
$1.16K ﹤0.01%
19
761
$1.16K ﹤0.01%
16
762
$1.15K ﹤0.01%
+14
763
$1.14K ﹤0.01%
42
764
$1.14K ﹤0.01%
9
765
$1.13K ﹤0.01%
50
766
$1.13K ﹤0.01%
12
767
$1.13K ﹤0.01%
25
768
$1.1K ﹤0.01%
40
769
$1.1K ﹤0.01%
+82
770
$1.09K ﹤0.01%
16
771
$1.09K ﹤0.01%
79
772
$1.09K ﹤0.01%
25
773
$1.08K ﹤0.01%
52
774
$1.06K ﹤0.01%
47
775
$1.05K ﹤0.01%
29
29 30
31
32 33