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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.8K 0.02%
+248
77
$35.1K 0.02%
+400
78
$34.8K 0.02%
+503
79
$34.6K 0.02%
+1,200
80
$34.5K 0.02%
+1,025
81
$33.5K 0.02%
+67
82
$33.5K 0.02%
+1,104
83
$33K 0.02%
+731
84
$32.2K 0.02%
+725
85
$31.3K 0.02%
+849
86
$31K 0.02%
+693
87
$30.9K 0.02%
+2,000
88
$30.1K 0.02%
+754
89
$30.1K 0.02%
+191
90
$30K 0.02%
+258
91
$29.8K 0.02%
+631
92
$29.5K 0.02%
+156
93
$29.4K 0.02%
+479
94
$28.2K 0.02%
+1,000
95
$28.1K 0.02%
+512
96
$27.8K 0.02%
+141
97
$27.7K 0.02%
+265
98
$27.5K 0.02%
+59
99
$27.4K 0.02%
+300
100
$26.7K 0.02%
+979
2 3
4
5 6