TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$1.82M
3
+$609K
4
PG icon
Procter & Gamble
PG
+$540K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$430K

Top Sells

1
+$18.3M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$880K

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1004
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1005
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1006
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1007
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0
1010
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1014
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1015
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1016
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1017
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1018
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1019
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1021
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1023
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1024
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1025
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-6
39 40
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