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
951
$821 ﹤0.01%
24
+1
952
$819 ﹤0.01%
+16
953
$812 ﹤0.01%
16
954
$809 ﹤0.01%
+12
955
$786 ﹤0.01%
20
956
$746 ﹤0.01%
15
957
$739 ﹤0.01%
+92
958
$731 ﹤0.01%
+7
959
$729 ﹤0.01%
2
-28
960
$716 ﹤0.01%
+11
961
$714 ﹤0.01%
+26
962
$713 ﹤0.01%
+4
963
$710 ﹤0.01%
+24
964
$690 ﹤0.01%
17
-198
965
$675 ﹤0.01%
4
966
$664 ﹤0.01%
15
967
$648 ﹤0.01%
+24
968
$642 ﹤0.01%
31
-5
969
$617 ﹤0.01%
35
970
$613 ﹤0.01%
250
971
$612 ﹤0.01%
50
972
$611 ﹤0.01%
16
973
$607 ﹤0.01%
+7
974
$603 ﹤0.01%
10
-1,691
975
$601 ﹤0.01%
100
37 38
39
40 41