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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.06M
3 +$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$2.31K ﹤0.01%
+13
802
$2.31K ﹤0.01%
+107
803
$2.28K ﹤0.01%
55
804
$2.27K ﹤0.01%
+28
805
$2.27K ﹤0.01%
155
806
$2.24K ﹤0.01%
+21
807
$2.23K ﹤0.01%
114
+4
808
$2.23K ﹤0.01%
80
+40
809
$2.21K ﹤0.01%
41
+26
810
$2.2K ﹤0.01%
+38
811
$2.19K ﹤0.01%
59
812
$2.17K ﹤0.01%
+11
813
$2.16K ﹤0.01%
20
+19
814
$2.15K ﹤0.01%
+78
815
$2.14K ﹤0.01%
+4
816
$2.14K ﹤0.01%
4
-7
817
$2.13K ﹤0.01%
+46
818
$2.13K ﹤0.01%
25
819
$2.13K ﹤0.01%
+22
820
$2.13K ﹤0.01%
121
-50
821
$2.13K ﹤0.01%
+355
822
$2.11K ﹤0.01%
30
823
$2.09K ﹤0.01%
+8
824
$2.08K ﹤0.01%
141
825
$2.08K ﹤0.01%
+20