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
926
$254 ﹤0.01%
4
927
$250 ﹤0.01%
1
-4
928
$241 ﹤0.01%
47
929
$235 ﹤0.01%
1
930
$217 ﹤0.01%
5
931
$216 ﹤0.01%
3
932
$181 ﹤0.01%
9
933
$172 ﹤0.01%
1
934
$157 ﹤0.01%
1
935
$155 ﹤0.01%
16
936
$153 ﹤0.01%
3
937
$150 ﹤0.01%
+5
938
$144 ﹤0.01%
2
939
$139 ﹤0.01%
10
940
$138 ﹤0.01%
1
941
$128 ﹤0.01%
1,000
942
$128 ﹤0.01%
25
943
$126 ﹤0.01%
1
944
$120 ﹤0.01%
10
945
$120 ﹤0.01%
3
946
$118 ﹤0.01%
10
947
$118 ﹤0.01%
84
948
$112 ﹤0.01%
+4
949
$103 ﹤0.01%
+10
950
$103 ﹤0.01%
3
36 37
38
39 40