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
801
$1.96K ﹤0.01%
53
-76
802
$1.86K ﹤0.01%
34
803
$1.86K ﹤0.01%
+11
804
$1.86K ﹤0.01%
39
805
$1.85K ﹤0.01%
39
806
$1.84K ﹤0.01%
+75
807
$1.83K ﹤0.01%
5
808
$1.81K ﹤0.01%
74
809
$1.81K ﹤0.01%
73
810
$1.79K ﹤0.01%
40
811
$1.79K ﹤0.01%
12
812
$1.77K ﹤0.01%
56
813
$1.77K ﹤0.01%
100
814
$1.75K ﹤0.01%
+14
815
$1.71K ﹤0.01%
402
816
$1.71K ﹤0.01%
9
817
$1.7K ﹤0.01%
4
818
$1.69K ﹤0.01%
25
819
$1.69K ﹤0.01%
60
820
$1.69K ﹤0.01%
9
821
$1.68K ﹤0.01%
111
822
$1.67K ﹤0.01%
10
-47
823
$1.66K ﹤0.01%
+41
824
$1.65K ﹤0.01%
194
825
$1.64K ﹤0.01%
+10,000
31 32
33
34 35