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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.37K ﹤0.01%
100
777
$2.35K ﹤0.01%
+140
778
$2.26K ﹤0.01%
25
779
$2.26K ﹤0.01%
30
780
$2.23K ﹤0.01%
29
781
$2.21K ﹤0.01%
+18
782
$2.21K ﹤0.01%
59
783
$2.2K ﹤0.01%
167
784
$2.18K ﹤0.01%
+110
785
$2.16K ﹤0.01%
5
786
$2.14K ﹤0.01%
37
787
$2.13K ﹤0.01%
298
788
$2.11K ﹤0.01%
15
-53
789
$2.1K ﹤0.01%
+105
790
$2.08K ﹤0.01%
26
791
$2.06K ﹤0.01%
21
792
$2.05K ﹤0.01%
+25
793
$2.03K ﹤0.01%
30
-41
794
$2.03K ﹤0.01%
55
795
$2.03K ﹤0.01%
+20
796
$2.01K ﹤0.01%
+21
797
$1.99K ﹤0.01%
+37
798
$1.99K ﹤0.01%
66
799
$1.98K ﹤0.01%
200
800
$1.98K ﹤0.01%
141
30 31
32
33 34