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
976
$599 ﹤0.01%
10
977
$586 ﹤0.01%
72
978
$586 ﹤0.01%
7
979
$562 ﹤0.01%
23
980
$549 ﹤0.01%
10
981
$543 ﹤0.01%
9
982
$538 ﹤0.01%
5
983
$515 ﹤0.01%
500
984
$493 ﹤0.01%
+11
985
$487 ﹤0.01%
+14
986
$483 ﹤0.01%
+2
987
$481 ﹤0.01%
50
988
$462 ﹤0.01%
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989
$460 ﹤0.01%
20
990
$452 ﹤0.01%
6
-50
991
$452 ﹤0.01%
37
992
$449 ﹤0.01%
+17
993
$437 ﹤0.01%
+10
994
$429 ﹤0.01%
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$416 ﹤0.01%
+11
996
$414 ﹤0.01%
2
997
$413 ﹤0.01%
31
998
$394 ﹤0.01%
53
-84
999
$393 ﹤0.01%
+100
1000
$390 ﹤0.01%
+6
38 39
40
41 42