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
751
$2.88K ﹤0.01%
23
752
$2.88K ﹤0.01%
+100
753
$2.84K ﹤0.01%
58
754
$2.84K ﹤0.01%
35
-15
755
$2.83K ﹤0.01%
+55
756
$2.79K ﹤0.01%
38
-161
757
$2.77K ﹤0.01%
+45
758
$2.75K ﹤0.01%
141
759
$2.75K ﹤0.01%
100
-69
760
$2.74K ﹤0.01%
+35
761
$2.73K ﹤0.01%
22
762
$2.71K ﹤0.01%
+10
763
$2.7K ﹤0.01%
156
764
$2.69K ﹤0.01%
36
765
$2.63K ﹤0.01%
+399
766
$2.63K ﹤0.01%
6
767
$2.62K ﹤0.01%
9
-13
768
$2.54K ﹤0.01%
+16
769
$2.53K ﹤0.01%
44
+22
770
$2.51K ﹤0.01%
+6
771
$2.49K ﹤0.01%
49
772
$2.49K ﹤0.01%
91
773
$2.45K ﹤0.01%
296
774
$2.38K ﹤0.01%
155
775
$2.38K ﹤0.01%
+700
29 30
31
32 33