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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$90.4K 0.03%
634
+162
77
$90.1K 0.03%
557
+154
78
$87.7K 0.03%
2,147
79
$87.1K 0.03%
861
+38
80
$86.9K 0.03%
306
+88
81
$86.4K 0.03%
2,779
82
$84.8K 0.03%
508
+142
83
$83.9K 0.03%
1,000
84
$83.7K 0.03%
1,842
+1,532
85
$82.1K 0.03%
+3,333
86
$80.9K 0.03%
+1,875
87
$78.1K 0.03%
1,591
88
$78K 0.03%
1,015
+321
89
$77.1K 0.03%
627
90
$76.6K 0.03%
+234
91
$76.1K 0.02%
1,189
+1,122
92
$76K 0.02%
152
+2
93
$75.5K 0.02%
880
-626
94
$75.2K 0.02%
564
+168
95
$73.1K 0.02%
4,000
96
$70.7K 0.02%
+1,628
97
$68.1K 0.02%
+172
98
$65.4K 0.02%
1,000
99
$63.2K 0.02%
1,725
100
$62.8K 0.02%
1,437
+785
2 3
4
5 6