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
826
$995 ﹤0.01%
62
827
$991 ﹤0.01%
61
828
$985 ﹤0.01%
500
829
$970 ﹤0.01%
50
830
$955 ﹤0.01%
+15
831
$946 ﹤0.01%
2
832
$944 ﹤0.01%
16
833
$935 ﹤0.01%
25
834
$932 ﹤0.01%
5
835
$911 ﹤0.01%
4,338
+4,300
836
$905 ﹤0.01%
17
837
$904 ﹤0.01%
79
838
$899 ﹤0.01%
13
839
$895 ﹤0.01%
71
+10
840
$892 ﹤0.01%
+44
841
$870 ﹤0.01%
15
842
$865 ﹤0.01%
38
843
$860 ﹤0.01%
15
844
$849 ﹤0.01%
5
-9
845
$842 ﹤0.01%
3
-4
846
$834 ﹤0.01%
43
-216
847
$834 ﹤0.01%
+100
848
$818 ﹤0.01%
50
849
$789 ﹤0.01%
15
850
$775 ﹤0.01%
6
32 33
34
35 36