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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.12K ﹤0.01%
47
877
$1.11K ﹤0.01%
79
878
$1.1K ﹤0.01%
12
879
$1.09K ﹤0.01%
7
880
$1.09K ﹤0.01%
3
881
$1.09K ﹤0.01%
+4
882
$1.03K ﹤0.01%
17
883
$1.02K ﹤0.01%
+9
884
$1.01K ﹤0.01%
138
+118
885
$1K ﹤0.01%
16
886
$970 ﹤0.01%
+1
887
$970 ﹤0.01%
6
-5
888
$949 ﹤0.01%
68
889
$944 ﹤0.01%
38
890
$925 ﹤0.01%
+39
891
$925 ﹤0.01%
16
892
$911 ﹤0.01%
61
893
$897 ﹤0.01%
71
894
$882 ﹤0.01%
21
895
$875 ﹤0.01%
66
-2,125
896
$874 ﹤0.01%
+10
897
$871 ﹤0.01%
13
-54
898
$868 ﹤0.01%
15
899
$865 ﹤0.01%
15
900
$865 ﹤0.01%
20
34 35
36
37 38