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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$74 ﹤0.01%
1
-5
777
$73 ﹤0.01%
+1
778
$69 ﹤0.01%
+10
779
$66 ﹤0.01%
+5
780
$63 ﹤0.01%
+16
781
$61 ﹤0.01%
+1
782
$59 ﹤0.01%
2
783
$58 ﹤0.01%
+15
784
$55 ﹤0.01%
+1
785
$53 ﹤0.01%
2
-30
786
$49 ﹤0.01%
+1
787
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+2
788
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2
789
– –
0
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791
$37 ﹤0.01%
+1
792
$36 ﹤0.01%
+1
793
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794
$35 ﹤0.01%
4
795
$35 ﹤0.01%
+6
796
$25 ﹤0.01%
+1
797
$24 ﹤0.01%
+33
798
$21 ﹤0.01%
+20
799
$12 ﹤0.01%
+3
800
$11 ﹤0.01%
+3
30 31
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