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
926
$988 ﹤0.01%
7
927
$986 ﹤0.01%
9
928
$981 ﹤0.01%
9
929
$977 ﹤0.01%
10
930
$968 ﹤0.01%
37
931
$966 ﹤0.01%
19
932
$955 ﹤0.01%
67
+1
933
$949 ﹤0.01%
21
+11
934
$938 ﹤0.01%
+184
935
$937 ﹤0.01%
+33
936
$933 ﹤0.01%
88
-30
937
$932 ﹤0.01%
39
938
$926 ﹤0.01%
7
939
$912 ﹤0.01%
138
940
$904 ﹤0.01%
38
941
$902 ﹤0.01%
17
-20
942
$902 ﹤0.01%
71
943
$896 ﹤0.01%
68
944
$894 ﹤0.01%
+4
945
$879 ﹤0.01%
703
+36
946
$876 ﹤0.01%
60
947
$854 ﹤0.01%
15
948
$850 ﹤0.01%
61
949
$843 ﹤0.01%
28
+15
950
$834 ﹤0.01%
+50
36 37
38
39 40