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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.89K ﹤0.01%
33
+18
752
$1.88K ﹤0.01%
+50
753
$1.88K ﹤0.01%
24
754
$1.87K ﹤0.01%
166
-54
755
$1.84K ﹤0.01%
39
756
$1.84K ﹤0.01%
+141
757
$1.84K ﹤0.01%
20
758
$1.79K ﹤0.01%
+28
759
$1.77K ﹤0.01%
34
760
$1.76K ﹤0.01%
70
761
$1.73K ﹤0.01%
702
-1
762
$1.73K ﹤0.01%
100
763
$1.72K ﹤0.01%
293
764
$1.72K ﹤0.01%
6
-3
765
$1.71K ﹤0.01%
145
-45
766
$1.71K ﹤0.01%
5
767
$1.7K ﹤0.01%
1
768
$1.68K ﹤0.01%
18
769
$1.68K ﹤0.01%
49
-135
770
$1.68K ﹤0.01%
36
771
$1.68K ﹤0.01%
+100
772
$1.65K ﹤0.01%
101
773
$1.64K ﹤0.01%
33
774
$1.64K ﹤0.01%
+19
775
$1.62K ﹤0.01%
31
-39
29 30
31
32 33