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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.06M
3 +$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$3.11K ﹤0.01%
32
-183
752
$3.09K ﹤0.01%
+18
753
$3.08K ﹤0.01%
20
754
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45
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755
$3.04K ﹤0.01%
+130
756
$3.03K ﹤0.01%
141
757
$3.01K ﹤0.01%
115
-2,787
758
$2.98K ﹤0.01%
36
759
$2.96K ﹤0.01%
58
760
$2.94K ﹤0.01%
296
761
$2.91K ﹤0.01%
38
-9
762
$2.91K ﹤0.01%
57
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763
$2.9K ﹤0.01%
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764
$2.88K ﹤0.01%
100
765
$2.85K ﹤0.01%
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766
$2.85K ﹤0.01%
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$2.83K ﹤0.01%
21
+18
768
$2.82K ﹤0.01%
156
769
$2.81K ﹤0.01%
6
770
$2.8K ﹤0.01%
59
771
$2.79K ﹤0.01%
331
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$2.78K ﹤0.01%
16
773
$2.78K ﹤0.01%
139
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774
$2.71K ﹤0.01%
22
775
$2.71K ﹤0.01%
250
-250