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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.62K ﹤0.01%
591
777
$1.61K ﹤0.01%
37
778
$1.61K ﹤0.01%
7
-7
779
$1.6K ﹤0.01%
18
780
$1.6K ﹤0.01%
21
781
$1.6K ﹤0.01%
402
782
$1.58K ﹤0.01%
80
-129
783
$1.58K ﹤0.01%
17
784
$1.57K ﹤0.01%
12
785
$1.55K ﹤0.01%
21
786
$1.55K ﹤0.01%
58
-57
787
$1.53K ﹤0.01%
6
788
$1.52K ﹤0.01%
+13
789
$1.47K ﹤0.01%
35
-11
790
$1.47K ﹤0.01%
7
791
$1.44K ﹤0.01%
+64
792
$1.43K ﹤0.01%
27
793
$1.41K ﹤0.01%
27
794
$1.41K ﹤0.01%
14
-45
795
$1.41K ﹤0.01%
54
796
$1.34K ﹤0.01%
+18
797
$1.33K ﹤0.01%
14
798
$1.31K ﹤0.01%
40
799
$1.31K ﹤0.01%
4
800
$1.3K ﹤0.01%
432
-100
30 31
32
33 34