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
801
$823 ﹤0.01%
+31
802
$784 ﹤0.01%
21
803
$783 ﹤0.01%
+10
804
$769 ﹤0.01%
16
805
$748 ﹤0.01%
15
806
$746 ﹤0.01%
30
807
$742 ﹤0.01%
+3
808
$740 ﹤0.01%
50
809
$738 ﹤0.01%
15
-5
810
$735 ﹤0.01%
35
811
$729 ﹤0.01%
+9
812
$722 ﹤0.01%
5
813
$720 ﹤0.01%
500
814
$719 ﹤0.01%
15
815
$716 ﹤0.01%
15
816
$692 ﹤0.01%
+22
817
$691 ﹤0.01%
12
818
$673 ﹤0.01%
2
819
$657 ﹤0.01%
18
820
$640 ﹤0.01%
100
821
$638 ﹤0.01%
10
822
$626 ﹤0.01%
14
823
$625 ﹤0.01%
9
-10
824
$604 ﹤0.01%
13
825
$587 ﹤0.01%
15
31 32
33
34 35