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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.36K ﹤0.01%
29
777
$1.36K ﹤0.01%
18
778
$1.36K ﹤0.01%
71
779
$1.36K ﹤0.01%
+140
780
$1.35K ﹤0.01%
+116
781
$1.34K ﹤0.01%
69
782
$1.34K ﹤0.01%
100
-6,149
783
$1.33K ﹤0.01%
+4
784
$1.33K ﹤0.01%
9
-7
785
$1.33K ﹤0.01%
55
+1
786
$1.31K ﹤0.01%
12
787
$1.3K ﹤0.01%
75
788
$1.3K ﹤0.01%
9
-21
789
$1.3K ﹤0.01%
20
790
$1.29K ﹤0.01%
11
-68
791
$1.27K ﹤0.01%
27
792
$1.26K ﹤0.01%
86
-1,578
793
$1.25K ﹤0.01%
62
794
$1.25K ﹤0.01%
19
795
$1.25K ﹤0.01%
+500
796
$1.25K ﹤0.01%
+43
797
$1.25K ﹤0.01%
54
798
$1.24K ﹤0.01%
22
799
$1.24K ﹤0.01%
13
800
$1.23K ﹤0.01%
25
-41
30 31
32
33 34