TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
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
1,959
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.16M
3
+$3.46M
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
+$1.5M

Top Sells

1
+$6.93M
2
+$6.43M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.15M

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
$2.26K ﹤0.01%
25
777
$2.26K ﹤0.01%
30
778
$2.23K ﹤0.01%
29
779
$2.21K ﹤0.01%
+18
780
$2.21K ﹤0.01%
59
781
$2.2K ﹤0.01%
167
782
$2.18K ﹤0.01%
+110
783
$2.16K ﹤0.01%
5
784
$2.14K ﹤0.01%
37
785
$2.13K ﹤0.01%
298
786
$2.11K ﹤0.01%
15
-53
787
$2.1K ﹤0.01%
+105
788
$2.08K ﹤0.01%
26
789
$2.06K ﹤0.01%
21
790
$2.05K ﹤0.01%
+25
791
$2.03K ﹤0.01%
30
-41
792
$2.03K ﹤0.01%
55
793
$2.03K ﹤0.01%
+20
794
$2.01K ﹤0.01%
+21
795
$1.99K ﹤0.01%
+37
796
$1.99K ﹤0.01%
66
797
$1.98K ﹤0.01%
200
798
$1.98K ﹤0.01%
141
799
$1.96K ﹤0.01%
53
-76
800
$1.86K ﹤0.01%
34
30 31
32
33 34