TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.05K ﹤0.01%
71
777
$1.04K ﹤0.01%
500
778
$1.04K ﹤0.01%
12
779
$1.03K ﹤0.01%
116
780
$1.02K ﹤0.01%
+41
781
$1K ﹤0.01%
20
782
$987 ﹤0.01%
17
783
$954 ﹤0.01%
60
+40
784
$952 ﹤0.01%
7
785
$939 ﹤0.01%
12
786
$938 ﹤0.01%
38
787
$933 ﹤0.01%
61
788
$932 ﹤0.01%
7
-6
789
$910 ﹤0.01%
21
790
$898 ﹤0.01%
3
791
$897 ﹤0.01%
91
792
$895 ﹤0.01%
250
793
$894 ﹤0.01%
16
794
$875 ﹤0.01%
100
795
$873 ﹤0.01%
62
796
$865 ﹤0.01%
68
797
$853 ﹤0.01%
+6
798
$825 ﹤0.01%
15
799
$823 ﹤0.01%
+31
800
$784 ﹤0.01%
21
30 31
32
33 34