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
951
$102 ﹤0.01%
3
952
$102 ﹤0.01%
1
953
$97 ﹤0.01%
33
954
$96 ﹤0.01%
10
955
$95 ﹤0.01%
2
956
$94 ﹤0.01%
1
957
$91 ﹤0.01%
1,000
958
$84 ﹤0.01%
1
959
$81 ﹤0.01%
20
960
$79 ﹤0.01%
5
961
$72 ﹤0.01%
4
962
$71 ﹤0.01%
1
963
$68 ﹤0.01%
35
-1
964
$63 ﹤0.01%
100
965
$63 ﹤0.01%
1
966
$62 ﹤0.01%
100
967
$62 ﹤0.01%
88
968
$59 ﹤0.01%
40
969
$59 ﹤0.01%
33
970
$55 ﹤0.01%
1
971
$48 ﹤0.01%
2
972
$45 ﹤0.01%
9
973
$38 ﹤0.01%
20
974
$37 ﹤0.01%
2
975
$37 ﹤0.01%
15
37 38
39
40 41