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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

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
$1.06K ﹤0.01%
47
777
$1.05K ﹤0.01%
29
778
$1.05K ﹤0.01%
71
779
$1.04K ﹤0.01%
500
780
$1.04K ﹤0.01%
12
781
$1.03K ﹤0.01%
116
782
$1.02K ﹤0.01%
+41
783
$1K ﹤0.01%
20
784
$987 ﹤0.01%
17
785
$954 ﹤0.01%
60
+40
786
$952 ﹤0.01%
7
787
$939 ﹤0.01%
12
788
$938 ﹤0.01%
38
789
$933 ﹤0.01%
61
790
$932 ﹤0.01%
7
-6
791
$910 ﹤0.01%
21
792
$898 ﹤0.01%
3
793
$897 ﹤0.01%
91
794
$895 ﹤0.01%
250
795
$894 ﹤0.01%
16
796
$875 ﹤0.01%
100
797
$873 ﹤0.01%
62
798
$865 ﹤0.01%
68
799
$853 ﹤0.01%
+6
800
$825 ﹤0.01%
15
30 31
32
33 34