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
$335M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$55.5M
3
+$29.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M

Top Sells

1
+$211M
2
+$186K
3
+$53.9K
4
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$51.3K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36.3K

Sector Composition

1 Technology 2.34%
2 Industrials 1.48%
3 Healthcare 1.21%
4 Energy 1.04%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.87K ﹤0.01%
26
777
$1.85K ﹤0.01%
+20
778
$1.85K ﹤0.01%
69
779
$1.85K ﹤0.01%
39
780
$1.84K ﹤0.01%
25
781
$1.84K ﹤0.01%
+300
782
$1.84K ﹤0.01%
+42
783
$1.82K ﹤0.01%
6
-1
784
$1.79K ﹤0.01%
7
+3
785
$1.78K ﹤0.01%
200
786
$1.77K ﹤0.01%
73
787
$1.76K ﹤0.01%
+100
788
$1.71K ﹤0.01%
163
789
$1.7K ﹤0.01%
+11
790
$1.69K ﹤0.01%
25
791
$1.68K ﹤0.01%
39
792
$1.67K ﹤0.01%
18
-314
793
$1.66K ﹤0.01%
48
+47
794
$1.66K ﹤0.01%
+10
795
$1.65K ﹤0.01%
116
796
$1.64K ﹤0.01%
44
797
$1.62K ﹤0.01%
40
+28
798
$1.62K ﹤0.01%
+50
799
$1.6K ﹤0.01%
+32
800
$1.59K ﹤0.01%
+1,500
30 31
32
33 34