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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.02%
1,620
+960
77
$58.6K 0.02%
439
-1
78
$58.5K 0.02%
610
79
$57.5K 0.02%
278
+90
80
$56.9K 0.02%
1,570
+432
81
$55.7K 0.02%
829
+109
82
$53.9K 0.02%
870
+15
83
$53.2K 0.02%
1,111
84
$53.2K 0.02%
464
85
$53.1K 0.02%
1,730
86
$52.3K 0.02%
1,045
87
$51K 0.02%
1,165
+316
88
$50.7K 0.02%
497
89
$48.4K 0.02%
1,544
-61
90
$47K 0.02%
227
-962
91
$46K 0.02%
324
+274
92
$45.2K 0.02%
+2,382
93
$43.6K 0.02%
67
94
$42.7K 0.02%
1,000
95
$41.2K 0.01%
379
96
$41K 0.01%
1,859
+1
97
$40K 0.01%
333
-72
98
$39.4K 0.01%
+464
99
$39.3K 0.01%
491
-10
100
$39.2K 0.01%
85
+1
2 3
4
5 6