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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.07%
12,855
-538
77
$327K 0.07%
13,039
+1,081
78
$325K 0.07%
10,006
+175
79
$315K 0.07%
2,276
-356
80
$314K 0.07%
370
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81
$314K 0.07%
1,211
+76
82
$313K 0.07%
5,721
+1,429
83
$313K 0.07%
3,179
-641
84
$307K 0.07%
9,195
-1,683
85
$307K 0.07%
3,352
+279
86
$294K 0.06%
5,784
-863
87
$293K 0.06%
1,437
-1,561
88
$290K 0.06%
7,298
-118
89
$288K 0.06%
617
-92
90
$287K 0.06%
4,022
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91
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92
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2,440
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93
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1,426
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94
$276K 0.06%
2,022
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95
$271K 0.06%
4,136
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96
$261K 0.06%
2,450
+50
97
$260K 0.06%
6,983
+3,294
98
$258K 0.06%
6,492
+695
99
$254K 0.06%
8,329
-1,258
100
$254K 0.06%
13,008
+4,494
2 3
4
5 6