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
826
$574 ﹤0.01%
20
827
$567 ﹤0.01%
3
828
$564 ﹤0.01%
16
-97
829
$550 ﹤0.01%
500
830
$542 ﹤0.01%
5
831
$542 ﹤0.01%
200
832
$526 ﹤0.01%
+11
833
$519 ﹤0.01%
36
834
$515 ﹤0.01%
30
-302
835
$514 ﹤0.01%
4
-65
836
$473 ﹤0.01%
2
837
$459 ﹤0.01%
+19
838
$441 ﹤0.01%
37
839
$439 ﹤0.01%
+7
840
$433 ﹤0.01%
+4
841
$428 ﹤0.01%
200
842
$418 ﹤0.01%
+18
843
$417 ﹤0.01%
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844
$404 ﹤0.01%
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845
$397 ﹤0.01%
+62
846
$392 ﹤0.01%
+62
847
$388 ﹤0.01%
6
848
$387 ﹤0.01%
5
-145
849
$370 ﹤0.01%
90
850
$370 ﹤0.01%
+64
32 33
34
35 36