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
851
$765 ﹤0.01%
35
-12
852
$763 ﹤0.01%
8
-57
853
$751 ﹤0.01%
25
854
$741 ﹤0.01%
15
855
$739 ﹤0.01%
30
856
$738 ﹤0.01%
71
857
$735 ﹤0.01%
12
858
$733 ﹤0.01%
68
859
$708 ﹤0.01%
15
860
$700 ﹤0.01%
1,351
+1,300
861
$686 ﹤0.01%
30
862
$682 ﹤0.01%
6
863
$680 ﹤0.01%
91
864
$675 ﹤0.01%
150
865
$672 ﹤0.01%
100
866
$670 ﹤0.01%
15
867
$652 ﹤0.01%
133
868
$651 ﹤0.01%
6
869
$646 ﹤0.01%
10
870
$645 ﹤0.01%
31
871
$635 ﹤0.01%
19
872
$628 ﹤0.01%
15
873
$625 ﹤0.01%
6
874
$620 ﹤0.01%
16
875
$620 ﹤0.01%
104
33 34
35
36 37