TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.36M
3 +$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1 +$4.68M
2 +$3.67M
3 +$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRSK icon
851
Verisk Analytics
VRSK
$29B
$2.01K ﹤0.01%
+9
SCHO icon
852
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$2K ﹤0.01%
+82
VGSH icon
853
Vanguard Short-Term Treasury ETF
VGSH
$27B
$2K ﹤0.01%
+34
MKTX icon
854
MarketAxess Holdings
MKTX
$6.56B
$1.99K ﹤0.01%
+11
SBET icon
855
Sharplink Inc
SBET
$1.53B
$1.97K ﹤0.01%
+220
EAGG icon
856
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.57B
$1.96K ﹤0.01%
41
EXR icon
857
Extra Space Storage
EXR
$31B
$1.95K ﹤0.01%
+15
USPH icon
858
US Physical Therapy
USPH
$1.24B
$1.95K ﹤0.01%
+25
FISV
859
Fiserv Inc
FISV
$34.1B
$1.95K ﹤0.01%
+29
USAR
860
USA Rare Earth Inc
USAR
$4.07B
$1.94K ﹤0.01%
+163
AISP
861
Airship AI Holdings
AISP
$91.4M
$1.93K ﹤0.01%
+667
BTI icon
862
British American Tobacco
BTI
$126B
$1.93K ﹤0.01%
+34
BBJP icon
863
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$1.91K ﹤0.01%
29
USXF icon
864
iShares ESG Advanced MSCI USA ETF
USXF
$1.21B
$1.9K ﹤0.01%
+33
JPIB icon
865
JPMorgan International Bond Opportunities ETF
JPIB
$1.74B
$1.9K ﹤0.01%
39
ZTS icon
866
Zoetis
ZTS
$51.8B
$1.89K ﹤0.01%
+15
IGIB icon
867
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$1.89K ﹤0.01%
+35
RKLB icon
868
Rocket Lab Corp
RKLB
$36.6B
$1.88K ﹤0.01%
+27
AGCO icon
869
AGCO
AGCO
$9.1B
$1.88K ﹤0.01%
+18
WULF icon
870
TeraWulf
WULF
$6.35B
$1.84K ﹤0.01%
+160
EME icon
871
Emcor
EME
$32B
$1.83K ﹤0.01%
+3
TMUS icon
872
T-Mobile US
TMUS
$243B
$1.83K ﹤0.01%
+9
DVN icon
873
Devon Energy
DVN
$27.7B
$1.79K ﹤0.01%
+49
EW icon
874
Edwards Lifesciences
EW
$48.4B
$1.79K ﹤0.01%
+21
PFXF icon
875
VanEck Preferred Securities ex Financials ETF
PFXF
$2.21B
$1.77K ﹤0.01%
100