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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.2K 0.02%
1,010
+140
77
$61.1K 0.02%
876
+47
78
$60.4K 0.02%
1,000
79
$58.3K 0.02%
439
80
$57.6K 0.02%
1,996
81
$56.5K 0.02%
539
+42
82
$53.7K 0.02%
610
83
$53K 0.02%
1,828
+284
84
$53K 0.02%
464
85
$52.6K 0.02%
1,111
86
$52.2K 0.02%
1,045
87
$52.1K 0.02%
1,730
88
$50.1K 0.02%
247
+20
89
$49.1K 0.02%
1,029
-393
90
$49K 0.02%
889
+875
91
$47.5K 0.02%
+1,795
92
$47.3K 0.02%
324
93
$46.2K 0.01%
544
+156
94
$45.6K 0.01%
+1,810
95
$45.3K 0.01%
+1,705
96
$44.7K 0.01%
+1,740
97
$42.7K 0.01%
505
+14
98
$42.3K 0.01%
464
99
$41.9K 0.01%
348
+15
100
$41.8K 0.01%
+1,615
2 3
4
5 6