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
826
$1.01K ﹤0.01%
9
827
$1.01K ﹤0.01%
250
828
$1.01K ﹤0.01%
264
829
$1.01K ﹤0.01%
500
830
$1.01K ﹤0.01%
+18
831
$1.01K ﹤0.01%
111
832
$1.01K ﹤0.01%
10
-108
833
$1K ﹤0.01%
65
834
$1K ﹤0.01%
33
835
$1K ﹤0.01%
5
836
$948 ﹤0.01%
19
837
$941 ﹤0.01%
+40
838
$936 ﹤0.01%
92
839
$935 ﹤0.01%
7
840
$926 ﹤0.01%
6
-8
841
$921 ﹤0.01%
67
842
$897 ﹤0.01%
71
843
$896 ﹤0.01%
11
-4
844
$882 ﹤0.01%
37
845
$869 ﹤0.01%
13
-5
846
$868 ﹤0.01%
16
847
$868 ﹤0.01%
+15
848
$864 ﹤0.01%
49
-15
849
$858 ﹤0.01%
4
850
$856 ﹤0.01%
355
32 33
34
35 36