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
851
$833 ﹤0.01%
16
852
$828 ﹤0.01%
3
853
$816 ﹤0.01%
250
854
$814 ﹤0.01%
24
855
$791 ﹤0.01%
6
-1
856
$775 ﹤0.01%
50
857
$775 ﹤0.01%
12
858
$753 ﹤0.01%
72
859
$743 ﹤0.01%
15
860
$737 ﹤0.01%
+22
861
$733 ﹤0.01%
11
862
$730 ﹤0.01%
+38
863
$710 ﹤0.01%
25
864
$702 ﹤0.01%
+127
865
$698 ﹤0.01%
+15
866
$694 ﹤0.01%
+7
867
$692 ﹤0.01%
16
+10
868
$689 ﹤0.01%
+12
869
$682 ﹤0.01%
17
870
$682 ﹤0.01%
+21
871
$675 ﹤0.01%
+341
872
$675 ﹤0.01%
500
873
$646 ﹤0.01%
+6
874
$642 ﹤0.01%
10
875
$628 ﹤0.01%
+5
33 34
35
36 37