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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.8K 0.02%
1,123
-111
77
$65.4K 0.02%
928
+52
78
$65.4K 0.02%
790
+180
79
$65.3K 0.02%
585
+46
80
$65.2K 0.02%
1,298
+1,182
81
$60.4K 0.02%
1,044
+34
82
$59.7K 0.02%
571
-57
83
$59.6K 0.02%
1,760
-68
84
$58.6K 0.02%
428
+403
85
$57.8K 0.02%
1,000
86
$57.1K 0.02%
+482
87
$56K 0.02%
1,128
+1,042
88
$55.5K 0.02%
1,119
+90
89
$55.4K 0.02%
1,353
+401
90
$53.8K 0.02%
533
+521
91
$53.4K 0.02%
1,000
92
$51.1K 0.02%
267
+20
93
$48.5K 0.02%
+367
94
$48.1K 0.02%
970
-75
95
$46.6K 0.01%
542
-200
96
$46.3K 0.01%
1,858
-1,814
97
$45.4K 0.01%
590
+46
98
$45.1K 0.01%
2,254
+1,404
99
$43.4K 0.01%
855
100
$42.3K 0.01%
314
-10
2 3
4
5 6