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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1.22K ﹤0.01%
13
902
$1.21K ﹤0.01%
+100
903
$1.21K ﹤0.01%
100
904
$1.2K ﹤0.01%
+9
905
$1.19K ﹤0.01%
62
906
$1.17K ﹤0.01%
500
907
$1.12K ﹤0.01%
19
-231
908
$1.12K ﹤0.01%
+15
909
$1.12K ﹤0.01%
+4
910
$1.11K ﹤0.01%
63
911
$1.1K ﹤0.01%
10
912
$1.1K ﹤0.01%
+21
913
$1.09K ﹤0.01%
111
914
$1.08K ﹤0.01%
79
915
$1.08K ﹤0.01%
20
916
$1.08K ﹤0.01%
12
917
$1.07K ﹤0.01%
264
-865
918
$1.05K ﹤0.01%
82
919
$1.05K ﹤0.01%
87
-173
920
$1.04K ﹤0.01%
47
921
$1.03K ﹤0.01%
13
922
$1.02K ﹤0.01%
+24
923
$1.01K ﹤0.01%
400
924
$1K ﹤0.01%
+19
925
$992 ﹤0.01%
3
35 36
37
38 39