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
826
$1.58K ﹤0.01%
17
827
$1.57K ﹤0.01%
400
828
$1.56K ﹤0.01%
82
829
$1.56K ﹤0.01%
69
830
$1.56K ﹤0.01%
10
-176
831
$1.54K ﹤0.01%
+15
832
$1.51K ﹤0.01%
50
833
$1.5K ﹤0.01%
19
834
$1.49K ﹤0.01%
+39
835
$1.47K ﹤0.01%
44
836
$1.45K ﹤0.01%
52
837
$1.44K ﹤0.01%
44
838
$1.43K ﹤0.01%
24
839
$1.41K ﹤0.01%
69
840
$1.41K ﹤0.01%
118
-33
841
$1.39K ﹤0.01%
378
842
$1.38K ﹤0.01%
12
843
$1.37K ﹤0.01%
+8
844
$1.37K ﹤0.01%
25
845
$1.36K ﹤0.01%
+6
846
$1.35K ﹤0.01%
47
847
$1.34K ﹤0.01%
5
848
$1.34K ﹤0.01%
20
849
$1.33K ﹤0.01%
+73
850
$1.33K ﹤0.01%
+27
32 33
34
35 36