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
$335M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$55.5M
3
+$29.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M

Top Sells

1
+$211M
2
+$186K
3
+$53.9K
4
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$51.3K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36.3K

Sector Composition

1 Technology 2.34%
2 Industrials 1.48%
3 Healthcare 1.21%
4 Energy 1.04%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1027
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1040
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1041
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