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
901
$395 ﹤0.01%
+16
902
$393 ﹤0.01%
50
-269
903
$391 ﹤0.01%
71
904
$382 ﹤0.01%
1
-12
905
$379 ﹤0.01%
2
906
$379 ﹤0.01%
11
907
$357 ﹤0.01%
100
908
$350 ﹤0.01%
+3
909
$336 ﹤0.01%
10
910
$320 ﹤0.01%
3
-29
911
$311 ﹤0.01%
2
912
$309 ﹤0.01%
+1
913
$296 ﹤0.01%
500
914
$289 ﹤0.01%
14
915
$279 ﹤0.01%
72
-19
916
$275 ﹤0.01%
6
917
$258 ﹤0.01%
8
918
$242 ﹤0.01%
4
919
$241 ﹤0.01%
5
920
$235 ﹤0.01%
11
+1
921
$235 ﹤0.01%
25
922
$211 ﹤0.01%
13
923
$204 ﹤0.01%
2
-1
924
$203 ﹤0.01%
12
925
$201 ﹤0.01%
46
35 36
37
38 39