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
876
$618 ﹤0.01%
5
877
$607 ﹤0.01%
5
878
$595 ﹤0.01%
+11
879
$594 ﹤0.01%
+100
880
$555 ﹤0.01%
15
881
$548 ﹤0.01%
4
882
$535 ﹤0.01%
5
883
$520 ﹤0.01%
6
884
$514 ﹤0.01%
41
885
$513 ﹤0.01%
+220
886
$505 ﹤0.01%
8
887
$503 ﹤0.01%
100
-200
888
$503 ﹤0.01%
3
889
$501 ﹤0.01%
+8
890
$493 ﹤0.01%
17
891
$480 ﹤0.01%
8
-357
892
$478 ﹤0.01%
14
893
$467 ﹤0.01%
3
894
$463 ﹤0.01%
8
895
$461 ﹤0.01%
20
896
$457 ﹤0.01%
19
897
$452 ﹤0.01%
2
898
$449 ﹤0.01%
5
899
$445 ﹤0.01%
126
900
$438 ﹤0.01%
4
34 35
36
37 38