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
801
$1.28K ﹤0.01%
49
802
$1.28K ﹤0.01%
40
803
$1.26K ﹤0.01%
3
804
$1.26K ﹤0.01%
9
805
$1.25K ﹤0.01%
19
806
$1.25K ﹤0.01%
42
807
$1.25K ﹤0.01%
16
808
$1.23K ﹤0.01%
18
809
$1.22K ﹤0.01%
+80
810
$1.21K ﹤0.01%
100
811
$1.18K ﹤0.01%
66
812
$1.17K ﹤0.01%
60
813
$1.16K ﹤0.01%
10
814
$1.14K ﹤0.01%
9
815
$1.11K ﹤0.01%
50
816
$1.09K ﹤0.01%
378
817
$1.06K ﹤0.01%
111
+22
818
$1.05K ﹤0.01%
18
819
$1.04K ﹤0.01%
+64
820
$1.03K ﹤0.01%
+34
821
$1.03K ﹤0.01%
+22
822
$1.03K ﹤0.01%
4
823
$1.03K ﹤0.01%
+3
824
$1.02K ﹤0.01%
24
825
$1.02K ﹤0.01%
20
31 32
33
34 35