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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49.1K 0.02%
497
77
$48.8K 0.02%
1,605
+626
78
$48.7K 0.02%
+1,253
79
$47.5K 0.02%
610
-1,500
80
$47.3K 0.02%
720
+239
81
$45.8K 0.02%
188
+28
82
$44.8K 0.02%
747
+58
83
$44.5K 0.02%
405
+129
84
$41.7K 0.02%
379
-1,666
85
$41.2K 0.02%
1,858
-8,136
86
$40.3K 0.02%
1,000
87
$39.5K 0.02%
500
88
$39.2K 0.02%
67
89
$37.9K 0.02%
501
+171
90
$36.1K 0.02%
84
91
$35K 0.02%
286
+113
92
$34.9K 0.02%
296
-260
93
$34.8K 0.02%
+100
94
$34.4K 0.02%
717
-57
95
$33.2K 0.02%
849
96
$32.4K 0.01%
599
97
$31.7K 0.01%
660
+627
98
$30.4K 0.01%
+582
99
$29.8K 0.01%
611
+263
100
$29.8K 0.01%
230
-470
2 3
4
5 6