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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.22K ﹤0.01%
15
802
$1.21K ﹤0.01%
16
803
$1.19K ﹤0.01%
9
-7
804
$1.18K ﹤0.01%
4
805
$1.18K ﹤0.01%
6
806
$1.17K ﹤0.01%
12
-323
807
$1.17K ﹤0.01%
12
808
$1.17K ﹤0.01%
+3
809
$1.17K ﹤0.01%
47
810
$1.16K ﹤0.01%
15
811
$1.16K ﹤0.01%
18
812
$1.16K ﹤0.01%
34
-80
813
$1.15K ﹤0.01%
50
814
$1.14K ﹤0.01%
12
815
$1.13K ﹤0.01%
545
816
$1.11K ﹤0.01%
+200
817
$1.1K ﹤0.01%
30
818
$1.07K ﹤0.01%
23
819
$1.05K ﹤0.01%
78
820
$1.05K ﹤0.01%
17
821
$1.02K ﹤0.01%
100
822
$1.02K ﹤0.01%
50
-96
823
$1.01K ﹤0.01%
8
824
$1K ﹤0.01%
500
825
$1K ﹤0.01%
250
31 32
33
34 35